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Disclosery

LPL Financial LLC: PFN position timeline

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

LPL Financial LLC held 1,163,151 PFN 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 1,163,151 shares
    Change vs previous 13F -62,702 shares

    <0.01% of the 13F portfolio, value $8,293,269.

    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 1,225,853 shares
    Change vs previous 13F -88,861 shares

    <0.01% of the 13F portfolio, value $8,446,128.

    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 1,314,714 shares
    Change vs previous 13F +7,692 shares

    <0.01% of the 13F portfolio, value $9,860,353.

    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 1,307,022 shares
    Change vs previous 13F +122,949 shares

    <0.01% of the 13F portfolio, value $9,920,300.

    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 1,184,073 shares
    Change vs previous 13F +45,373 shares

    <0.01% of the 13F portfolio, value $8,750,295.

    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 1,138,700 shares
    Change vs previous 13F +29,534 shares

    <0.01% of the 13F portfolio, value $8,585,799.

    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 1,109,166 shares
    Change vs previous 13F -18,235 shares

    <0.01% of the 13F portfolio, value $8,263,286.

    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 1,127,401 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,590,798.

    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).