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Disclosery

LPL Financial LLC: PFI position timeline

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

LPL Financial LLC held 55,348 PFI 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 55,348 shares
    Change vs previous 13F -4,873 shares

    <0.01% of the 13F portfolio, value $3,370,941.

    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 60,221 shares
    Change vs previous 13F +36,028 shares

    <0.01% of the 13F portfolio, value $3,206,892.

    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 24,193 shares
    Change vs previous 13F -4,014 shares

    <0.01% of the 13F portfolio, value $1,396,779.

    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 28,207 shares
    Change vs previous 13F -7,106 shares

    <0.01% of the 13F portfolio, value $1,635,040.

    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 35,313 shares
    Change vs previous 13F +2,757 shares

    <0.01% of the 13F portfolio, value $2,003,294.

    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 32,556 shares
    Change vs previous 13F +9,858 shares

    <0.01% of the 13F portfolio, value $1,740,119.

    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 22,698 shares
    Change vs previous 13F +2,292 shares

    <0.01% of the 13F portfolio, value $1,294,001.

    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 20,406 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,129,465.

    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).