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Disclosery

LPL Financial LLC: PFFR position timeline

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

LPL Financial LLC held 87,365 PFFR 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 87,365 shares
    Change vs previous 13F -2,414 shares

    <0.01% of the 13F portfolio, value $1,520,148.

    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 89,779 shares
    Change vs previous 13F +15,161 shares

    <0.01% of the 13F portfolio, value $1,549,594.

    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 74,618 shares
    Change vs previous 13F +5,532 shares

    <0.01% of the 13F portfolio, value $1,344,608.

    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 69,086 shares
    Change vs previous 13F +13,590 shares

    <0.01% of the 13F portfolio, value $1,291,907.

    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 55,496 shares
    Change vs previous 13F +9,516 shares

    <0.01% of the 13F portfolio, value $993,711.

    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 45,980 shares
    Change vs previous 13F -33,674 shares

    <0.01% of the 13F portfolio, value $833,151.

    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 79,654 shares
    Change vs previous 13F -95,056 shares

    <0.01% of the 13F portfolio, value $1,473,592.

    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 174,710 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,459,255.

    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).