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Disclosery

LPL Financial LLC: PFFV position timeline

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

LPL Financial LLC held 309,674 PFFV 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 309,674 shares
    Change vs previous 13F +47,950 shares

    <0.01% of the 13F portfolio, value $6,822,126.

    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 261,724 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $5,712,996.

    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 261,711 shares
    Change vs previous 13F +27,287 shares

    <0.01% of the 13F portfolio, value $5,815,226.

    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 234,424 shares
    Change vs previous 13F +40,636 shares

    <0.01% of the 13F portfolio, value $5,419,891.

    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 193,788 shares
    Change vs previous 13F +49,793 shares

    <0.01% of the 13F portfolio, value $4,418,363.

    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 143,995 shares
    Change vs previous 13F +8,926 shares

    <0.01% of the 13F portfolio, value $3,406,929.

    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 135,069 shares
    Change vs previous 13F +43,003 shares

    <0.01% of the 13F portfolio, value $3,183,761.

    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 92,066 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,214,182.

    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).