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Disclosery

LPL Financial LLC: PH position timeline

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

LPL Financial LLC held 167,755 PH 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 167,755 shares
    Change vs previous 13F +1,122 shares

    0.04% of the 13F portfolio, value $164,084,600.

    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 166,633 shares
    Change vs previous 13F +4,081 shares

    0.04% of the 13F portfolio, value $149,176,541.

    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 162,552 shares
    Change vs previous 13F -9,783 shares

    0.04% of the 13F portfolio, value $142,876,633.

    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 172,335 shares
    Change vs previous 13F +45,080 shares

    0.04% of the 13F portfolio, value $130,655,907.

    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 127,255 shares
    Change vs previous 13F -5,883 shares

    0.03% of the 13F portfolio, value $88,883,383.

    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 133,138 shares
    Change vs previous 13F +14,271 shares

    0.03% of the 13F portfolio, value $80,927,763.

    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 118,867 shares
    Change vs previous 13F +15,243 shares

    0.03% of the 13F portfolio, value $75,602,928.

    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 103,624 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $65,471,306.

    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).