Skip to content

LPL Financial LLC: PFFD position timeline

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

LPL Financial LLC held 3,399,971 PFFD 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 3,399,971 shares
    Change vs previous 13F -210,132 shares

    0.01% of the 13F portfolio, value $63,545,441.

    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 3,610,103 shares
    Change vs previous 13F -235,171 shares

    0.02% of the 13F portfolio, value $66,425,884.

    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 3,845,274 shares
    Change vs previous 13F -338,012 shares

    0.02% of the 13F portfolio, value $72,714,117.

    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 4,183,286 shares
    Change vs previous 13F +12,504 shares

    0.02% of the 13F portfolio, value $81,281,240.

    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 4,170,782 shares
    Change vs previous 13F -1,505,094 shares

    0.03% of the 13F portfolio, value $78,535,808.

    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 5,675,876 shares
    Change vs previous 13F -2,526,057 shares

    0.04% of the 13F portfolio, value $108,068,661.

    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 8,201,933 shares
    Change vs previous 13F +1,062,340 shares

    0.07% of the 13F portfolio, value $160,019,705.

    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 7,139,593 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $148,360,726.

    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).