Skip to content
Disclosery

LPL Financial LLC: PEP position timeline

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

LPL Financial LLC held 2,503,539 PEP 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 2,503,539 shares
    Change vs previous 13F +5,674 shares

    0.08% of the 13F portfolio, value $338,979,086.

    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 2,497,865 shares
    Change vs previous 13F +42,402 shares

    0.1% of the 13F portfolio, value $387,893,378.

    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 2,455,463 shares
    Change vs previous 13F +65,129 shares

    0.1% of the 13F portfolio, value $352,408,028.

    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 2,390,334 shares
    Change vs previous 13F +122,347 shares

    0.1% of the 13F portfolio, value $335,698,397.

    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 2,267,987 shares
    Change vs previous 13F +115,695 shares

    0.1% of the 13F portfolio, value $299,464,984.

    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 2,152,292 shares
    Change vs previous 13F +155,361 shares

    0.13% of the 13F portfolio, value $322,714,671.

    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 1,996,931 shares
    Change vs previous 13F +152,594 shares

    0.12% of the 13F portfolio, value $303,653,206.

    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 1,844,337 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $313,629,362.

    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).