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Disclosery

LPL Financial LLC: PFLT position timeline

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

LPL Financial LLC held 84,883 PFLT 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 84,883 shares
    Change vs previous 13F -314,711 shares

    <0.01% of the 13F portfolio, value $634,927.

    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 399,594 shares
    Change vs previous 13F -17,471 shares

    <0.01% of the 13F portfolio, value $3,212,738.

    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 417,065 shares
    Change vs previous 13F -25,066 shares

    <0.01% of the 13F portfolio, value $3,866,192.

    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 442,131 shares
    Change vs previous 13F +197,974 shares

    <0.01% of the 13F portfolio, value $3,930,540.

    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 244,157 shares
    Change vs previous 13F -194,809 shares

    <0.01% of the 13F portfolio, value $2,522,142.

    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 438,966 shares
    Change vs previous 13F +6,679 shares

    <0.01% of the 13F portfolio, value $4,912,034.

    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 432,287 shares
    Change vs previous 13F +73,365 shares

    <0.01% of the 13F portfolio, value $4,724,900.

    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 358,922 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,152,728.

    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).