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Disclosery

LPL Financial LLC: PFEB position timeline

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

LPL Financial LLC held 321,366 PFEB 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 321,366 shares
    Change vs previous 13F -3,133 shares

    <0.01% of the 13F portfolio, value $13,838,020.

    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 324,499 shares
    Change vs previous 13F +57,964 shares

    <0.01% of the 13F portfolio, value $13,012,410.

    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 266,535 shares
    Change vs previous 13F +16,387 shares

    <0.01% of the 13F portfolio, value $10,853,011.

    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 250,148 shares
    Change vs previous 13F +28,008 shares

    <0.01% of the 13F portfolio, value $9,928,374.

    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 222,140 shares
    Change vs previous 13F +9,009 shares

    <0.01% of the 13F portfolio, value $8,443,541.

    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 213,131 shares
    Change vs previous 13F +96,387 shares

    <0.01% of the 13F portfolio, value $7,634,352.

    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 116,744 shares
    Change vs previous 13F -2,944 shares

    <0.01% of the 13F portfolio, value $4,296,179.

    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 119,688 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,313,556.

    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).