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Disclosery

LPL Financial LLC: PHEQ position timeline

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

LPL Financial LLC held 309,167 PHEQ 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 309,167 shares
    Change vs previous 13F +66,462 shares

    <0.01% of the 13F portfolio, value $10,688,278.

    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 242,705 shares
    Change vs previous 13F +51,340 shares

    <0.01% of the 13F portfolio, value $7,756,161.

    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 191,365 shares
    Change vs previous 13F +98,154 shares

    <0.01% of the 13F portfolio, value $6,232,749.

    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 93,211 shares
    Change vs previous 13F +33,882 shares

    <0.01% of the 13F portfolio, value $2,984,143.

    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 59,329 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,819,548.

    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).