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Disclosery

LPL Financial LLC: PFG position timeline

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

LPL Financial LLC held 1,134,085 PFG 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 1,134,085 shares
    Change vs previous 13F +405,621 shares

    0.03% of the 13F portfolio, value $122,231,664.

    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 728,464 shares
    Change vs previous 13F +207,145 shares

    0.02% of the 13F portfolio, value $65,641,868.

    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 521,319 shares
    Change vs previous 13F +402,535 shares

    0.01% of the 13F portfolio, value $45,985,586.

    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 118,784 shares
    Change vs previous 13F +6,794 shares

    <0.01% of the 13F portfolio, value $9,848,370.

    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 111,990 shares
    Change vs previous 13F -3,821 shares

    <0.01% of the 13F portfolio, value $8,895,347.

    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 115,811 shares
    Change vs previous 13F +9,064 shares

    <0.01% of the 13F portfolio, value $9,770,979.

    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 106,747 shares
    Change vs previous 13F +4,478 shares

    <0.01% of the 13F portfolio, value $8,263,322.

    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 102,269 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,784,908.

    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).