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LPL Financial LLC: PFF position timeline

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

LPL Financial LLC held 7,663,895 PFF 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 7,663,895 shares
    Change vs previous 13F -48,041 shares

    0.05% of the 13F portfolio, value $233,672,132.

    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 7,711,936 shares
    Change vs previous 13F -151,331 shares

    0.06% of the 13F portfolio, value $233,825,888.

    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 7,863,267 shares
    Change vs previous 13F -244,722 shares

    0.07% of the 13F portfolio, value $243,446,720.

    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 8,107,989 shares
    Change vs previous 13F +50,826 shares

    0.07% of the 13F portfolio, value $256,374,594.

    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 8,057,163 shares
    Change vs previous 13F -78,817 shares

    0.08% of the 13F portfolio, value $247,193,754.

    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 8,135,980 shares
    Change vs previous 13F -315,713 shares

    0.1% of the 13F portfolio, value $250,018,635.

    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 8,451,693 shares
    Change vs previous 13F +1,278,144 shares

    0.11% of the 13F portfolio, value $265,721,200.

    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 7,173,549 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $238,377,006.

    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).