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Disclosery

LPL Financial LLC: PFM position timeline

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

LPL Financial LLC held 1,810,945 PFM 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 1,810,945 shares
    Change vs previous 13F -32,455 shares

    0.02% of the 13F portfolio, value $100,424,872.

    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 1,843,400 shares
    Change vs previous 13F +33,108 shares

    0.03% of the 13F portfolio, value $94,182,805.

    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 1,810,292 shares
    Change vs previous 13F -15,773 shares

    0.03% of the 13F portfolio, value $93,238,510.

    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 1,826,065 shares
    Change vs previous 13F -141,152 shares

    0.03% of the 13F portfolio, value $92,659,108.

    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 1,967,217 shares
    Change vs previous 13F +302,717 shares

    0.03% of the 13F portfolio, value $94,760,829.

    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 1,664,500 shares
    Change vs previous 13F +67,993 shares

    0.03% of the 13F portfolio, value $76,200,791.

    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 1,596,507 shares
    Change vs previous 13F -439,893 shares

    0.03% of the 13F portfolio, value $73,215,789.

    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 2,036,400 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $94,794,415.

    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).