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Disclosery

LPL Financial LLC: PFIX position timeline

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

LPL Financial LLC held 20,330 PFIX 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 20,330 shares
    Change vs previous 13F -138,675 shares

    <0.01% of the 13F portfolio, value $881,488.

    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 159,005 shares
    Change vs previous 13F +110,479 shares

    <0.01% of the 13F portfolio, value $7,350,821.

    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 48,526 shares
    Change vs previous 13F +7,713 shares

    <0.01% of the 13F portfolio, value $2,325,855.

    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 40,813 shares
    Change vs previous 13F +24,049 shares

    <0.01% of the 13F portfolio, value $1,965,939.

    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 16,764 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $885,811.

    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).