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Disclosery

LPL Financial LLC: PFGC position timeline

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

LPL Financial LLC held 43,307 PFGC 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 43,307 shares
    Change vs previous 13F -16,688 shares

    <0.01% of the 13F portfolio, value $4,841,289.

    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 59,995 shares
    Change vs previous 13F -20,938 shares

    <0.01% of the 13F portfolio, value $5,139,153.

    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 80,933 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $7,277,476.

    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 81,933 shares
    Change vs previous 13F -16,733 shares

    <0.01% of the 13F portfolio, value $8,524,286.

    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 98,666 shares
    Change vs previous 13F +622 shares

    <0.01% of the 13F portfolio, value $8,630,296.

    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 98,044 shares
    Change vs previous 13F +4,861 shares

    <0.01% of the 13F portfolio, value $7,443,758.

    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 93,183 shares
    Change vs previous 13F +25,192 shares

    <0.01% of the 13F portfolio, value $7,992,047.

    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 67,991 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,328,428.

    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).