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Disclosery

LPL Financial LLC: PFL position timeline

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

LPL Financial LLC held 432,726 PFL 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 432,726 shares
    Change vs previous 13F +12,841 shares

    <0.01% of the 13F portfolio, value $3,409,882.

    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 419,885 shares
    Change vs previous 13F -77,843 shares

    <0.01% of the 13F portfolio, value $3,359,081.

    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 497,728 shares
    Change vs previous 13F +76,686 shares

    <0.01% of the 13F portfolio, value $4,195,845.

    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 421,042 shares
    Change vs previous 13F +66,622 shares

    <0.01% of the 13F portfolio, value $3,587,274.

    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 354,420 shares
    Change vs previous 13F +107,017 shares

    <0.01% of the 13F portfolio, value $2,955,866.

    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 247,403 shares
    Change vs previous 13F +7,321 shares

    <0.01% of the 13F portfolio, value $2,127,668.

    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 240,082 shares
    Change vs previous 13F -5,638 shares

    <0.01% of the 13F portfolio, value $2,011,889.

    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 245,720 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,105,819.

    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).