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Disclosery

LPL Financial LLC: PFIS position timeline

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

LPL Financial LLC held 14,156 PFIS 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 14,156 shares
    Change vs previous 13F +1,902 shares

    <0.01% of the 13F portfolio, value $939,517.

    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 12,254 shares
    Change vs previous 13F +222 shares

    <0.01% of the 13F portfolio, value $653,506.

    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 12,032 shares
    Change vs previous 13F -3,648 shares

    <0.01% of the 13F portfolio, value $586,091.

    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 15,680 shares
    Change vs previous 13F +468 shares

    <0.01% of the 13F portfolio, value $762,227.

    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 15,212 shares
    Change vs previous 13F +455 shares

    <0.01% of the 13F portfolio, value $751,021.

    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 14,757 shares
    Change vs previous 13F +1,306 shares

    <0.01% of the 13F portfolio, value $656,263.

    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 13,451 shares
    Change vs previous 13F -3,459 shares

    <0.01% of the 13F portfolio, value $688,434.

    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 16,910 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $792,762.

    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).