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Disclosery

LPL Financial LLC: PFLD position timeline

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

LPL Financial LLC held 688,338 PFLD 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 688,338 shares
    Change vs previous 13F -541 shares

    <0.01% of the 13F portfolio, value $13,457,009.

    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 688,879 shares
    Change vs previous 13F -52,197 shares

    <0.01% of the 13F portfolio, value $13,336,700.

    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 741,076 shares
    Change vs previous 13F -214,404 shares

    <0.01% of the 13F portfolio, value $14,499,145.

    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 955,480 shares
    Change vs previous 13F -240,442 shares

    0.01% of the 13F portfolio, value $18,822,956.

    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 1,195,922 shares
    Change vs previous 13F -46,064 shares

    0.01% of the 13F portfolio, value $23,452,024.

    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 1,241,986 shares
    Change vs previous 13F +359,484 shares

    0.01% of the 13F portfolio, value $25,088,114.

    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 882,502 shares
    Change vs previous 13F +90,991 shares

    0.01% of the 13F portfolio, value $18,144,234.

    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 791,511 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,764,211.

    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).