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Disclosery

LPL Financial LLC: PFS position timeline

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

LPL Financial LLC held 65,274 PFS 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 65,274 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $1,543,077.

    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 65,233 shares
    Change vs previous 13F -14,388 shares

    <0.01% of the 13F portfolio, value $1,380,338.

    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 79,621 shares
    Change vs previous 13F +50,734 shares

    <0.01% of the 13F portfolio, value $1,572,510.

    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 28,887 shares
    Change vs previous 13F +314 shares

    <0.01% of the 13F portfolio, value $556,936.

    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 28,573 shares
    Change vs previous 13F -15,182 shares

    <0.01% of the 13F portfolio, value $500,891.

    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 43,755 shares
    Change vs previous 13F +185 shares

    <0.01% of the 13F portfolio, value $751,273.

    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 43,570 shares
    Change vs previous 13F +18,751 shares

    <0.01% of the 13F portfolio, value $822,160.

    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 24,819 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $460,644.

    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).