Skip to content
Disclosery

LPL Financial LLC: PHYS position timeline

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

LPL Financial LLC held 2,315,840 PHYS 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 2,315,840 shares
    Change vs previous 13F -45,758 shares

    0.02% of the 13F portfolio, value $69,868,890.

    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 2,361,598 shares
    Change vs previous 13F +40,893 shares

    0.02% of the 13F portfolio, value $83,695,015.

    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 2,320,705 shares
    Change vs previous 13F +389,187 shares

    0.02% of the 13F portfolio, value $76,629,663.

    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 1,931,518 shares
    Change vs previous 13F +269,612 shares

    0.02% of the 13F portfolio, value $57,211,563.

    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 1,661,906 shares
    Change vs previous 13F +201,616 shares

    0.01% of the 13F portfolio, value $42,129,317.

    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 1,460,290 shares
    Change vs previous 13F +9,179 shares

    0.01% of the 13F portfolio, value $35,134,569.

    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 1,451,111 shares
    Change vs previous 13F +278,494 shares

    0.01% of the 13F portfolio, value $29,225,376.

    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 1,172,617 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,897,934.

    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).