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LPL Financial LLC: PFXF position timeline

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

LPL Financial LLC held 3,401,334 PFXF 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 3,401,334 shares
    Change vs previous 13F +185,096 shares

    0.01% of the 13F portfolio, value $60,679,790.

    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 3,216,238 shares
    Change vs previous 13F +254,868 shares

    0.01% of the 13F portfolio, value $56,412,815.

    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 2,961,370 shares
    Change vs previous 13F +232,745 shares

    0.01% of the 13F portfolio, value $52,297,793.

    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 2,728,625 shares
    Change vs previous 13F +334,162 shares

    0.01% of the 13F portfolio, value $48,487,671.

    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 2,394,463 shares
    Change vs previous 13F -61,200 shares

    0.01% of the 13F portfolio, value $40,993,209.

    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 2,455,663 shares
    Change vs previous 13F +285,007 shares

    0.02% of the 13F portfolio, value $41,156,911.

    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 2,170,656 shares
    Change vs previous 13F +34,281 shares

    0.02% of the 13F portfolio, value $37,443,812.

    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 2,136,375 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $39,010,197.

    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).