Skip to content
Disclosery

LPL Financial LLC: PEJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on PEJ, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 68,446 PEJ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,446 shares
    Change vs previous 13F -580 shares

    <0.01% of the 13F portfolio, value $4,556,480.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 69,026 shares
    Change vs previous 13F -44,132 shares

    <0.01% of the 13F portfolio, value $4,002,155.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 113,158 shares
    Change vs previous 13F -52,434 shares

    <0.01% of the 13F portfolio, value $6,939,956.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 165,592 shares
    Change vs previous 13F +12,264 shares

    <0.01% of the 13F portfolio, value $10,031,582.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 153,328 shares
    Change vs previous 13F -46,767 shares

    <0.01% of the 13F portfolio, value $8,724,352.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 200,095 shares
    Change vs previous 13F +70,625 shares

    <0.01% of the 13F portfolio, value $9,734,627.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 129,470 shares
    Change vs previous 13F +27,622 shares

    <0.01% of the 13F portfolio, value $6,758,324.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 101,848 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,857,123.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).