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Disclosery

LPL Financial LLC: PEY position timeline

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

LPL Financial LLC held 1,351,755 PEY 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 1,351,755 shares
    Change vs previous 13F -8,809 shares

    0.01% of the 13F portfolio, value $31,333,675.

    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 1,360,564 shares
    Change vs previous 13F -471,038 shares

    0.01% of the 13F portfolio, value $29,141,642.

    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 1,831,602 shares
    Change vs previous 13F -75,458 shares

    0.01% of the 13F portfolio, value $37,338,284.

    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 1,907,060 shares
    Change vs previous 13F -22,158 shares

    0.01% of the 13F portfolio, value $40,175,832.

    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 1,929,218 shares
    Change vs previous 13F -12,560 shares

    0.01% of the 13F portfolio, value $39,375,338.

    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 1,941,778 shares
    Change vs previous 13F +4,407 shares

    0.02% of the 13F portfolio, value $41,689,967.

    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 1,937,371 shares
    Change vs previous 13F +46,018 shares

    0.02% of the 13F portfolio, value $41,188,499.

    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 1,891,353 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $41,477,357.

    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).