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Disclosery

LPL Financial LLC: PFD position timeline

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

LPL Financial LLC held 109,007 PFD 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 109,007 shares
    Change vs previous 13F -885 shares

    <0.01% of the 13F portfolio, value $1,267,749.

    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 109,892 shares
    Change vs previous 13F +20,312 shares

    <0.01% of the 13F portfolio, value $1,228,596.

    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 89,580 shares
    Change vs previous 13F +22,173 shares

    <0.01% of the 13F portfolio, value $1,063,317.

    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 67,407 shares
    Change vs previous 13F +25,601 shares

    <0.01% of the 13F portfolio, value $810,235.

    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 41,806 shares
    Change vs previous 13F -3,135 shares

    <0.01% of the 13F portfolio, value $472,821.

    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 44,941 shares
    Change vs previous 13F +6,458 shares

    <0.01% of the 13F portfolio, value $504,235.

    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 38,483 shares
    Change vs previous 13F -1,952 shares

    <0.01% of the 13F portfolio, value $432,546.

    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 40,435 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $483,197.

    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).