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Disclosery

LPL Financial LLC: PERI position timeline

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

LPL Financial LLC held 318,500 PERI 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 318,500 shares
    Change vs previous 13F +137,703 shares

    <0.01% of the 13F portfolio, value $3,092,630.

    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 180,797 shares
    Change vs previous 13F -20,026 shares

    <0.01% of the 13F portfolio, value $1,806,157.

    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 200,823 shares
    Change vs previous 13F -8,503 shares

    <0.01% of the 13F portfolio, value $1,923,880.

    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 209,326 shares
    Change vs previous 13F -26,624 shares

    <0.01% of the 13F portfolio, value $2,009,525.

    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 235,950 shares
    Change vs previous 13F -7,613 shares

    <0.01% of the 13F portfolio, value $2,394,887.

    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 243,563 shares
    Change vs previous 13F +6,649 shares

    <0.01% of the 13F portfolio, value $1,982,599.

    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 236,914 shares
    Change vs previous 13F -6,540 shares

    <0.01% of the 13F portfolio, value $2,006,657.

    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 243,454 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,918,414.

    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).