LPL Financial LLC: PFFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on PFFA, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 2,144,834 PFFA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,144,834 sharesChange vs previous 13F +119,881 shares
0.01% of the 13F portfolio, value $44,119,226.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,024,953 sharesChange vs previous 13F -1,553,692 shares
0.01% of the 13F portfolio, value $41,228,042.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,578,645 sharesChange vs previous 13F +144,207 shares
0.02% of the 13F portfolio, value $77,119,787.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,434,438 sharesChange vs previous 13F +982,306 shares
0.02% of the 13F portfolio, value $74,561,646.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,452,132 sharesChange vs previous 13F -96,974 shares
0.02% of the 13F portfolio, value $51,077,905.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,549,106 sharesChange vs previous 13F +539,484 shares
0.02% of the 13F portfolio, value $54,066,539.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,009,622 sharesChange vs previous 13F +258,904 shares
0.02% of the 13F portfolio, value $44,010,726.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,750,718 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $39,968,884.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).