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Disclosery

LPL Financial LLC: PFIG position timeline

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

LPL Financial LLC held 563,974 PFIG 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 563,974 shares
    Change vs previous 13F +34,808 shares

    <0.01% of the 13F portfolio, value $13,490,247.

    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 529,166 shares
    Change vs previous 13F +50,855 shares

    <0.01% of the 13F portfolio, value $12,715,863.

    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 478,311 shares
    Change vs previous 13F +106,911 shares

    <0.01% of the 13F portfolio, value $11,616,743.

    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 371,400 shares
    Change vs previous 13F +2,843 shares

    <0.01% of the 13F portfolio, value $9,001,483.

    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 368,557 shares
    Change vs previous 13F +49,349 shares

    <0.01% of the 13F portfolio, value $8,869,629.

    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 319,208 shares
    Change vs previous 13F +38,075 shares

    <0.01% of the 13F portfolio, value $7,600,332.

    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 281,133 shares
    Change vs previous 13F -177,888 shares

    <0.01% of the 13F portfolio, value $6,601,013.

    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 459,021 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,085,361.

    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).