Skip to content
Disclosery

LPL Financial LLC: PEZ position timeline

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

LPL Financial LLC held 5,390 PEZ 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 5,390 shares
    Change vs previous 13F -882 shares

    <0.01% of the 13F portfolio, value $557,591.

    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 6,272 shares
    Change vs previous 13F -4,085 shares

    <0.01% of the 13F portfolio, value $604,865.

    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 10,357 shares
    Change vs previous 13F -2,407 shares

    <0.01% of the 13F portfolio, value $1,076,705.

    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 12,764 shares
    Change vs previous 13F +293 shares

    <0.01% of the 13F portfolio, value $1,284,893.

    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 12,471 shares
    Change vs previous 13F +233 shares

    <0.01% of the 13F portfolio, value $1,240,763.

    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 12,238 shares
    Change vs previous 13F -335 shares

    <0.01% of the 13F portfolio, value $1,052,492.

    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 12,573 shares
    Change vs previous 13F +1,485 shares

    <0.01% of the 13F portfolio, value $1,241,575.

    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 11,088 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,153,774.

    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).