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Disclosery

LPL Financial LLC: PI position timeline

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

LPL Financial LLC held 16,864 PI 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 16,864 shares
    Change vs previous 13F +4,089 shares

    <0.01% of the 13F portfolio, value $2,415,431.

    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 12,775 shares
    Change vs previous 13F -722 shares

    <0.01% of the 13F portfolio, value $1,311,993.

    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 13,497 shares
    Change vs previous 13F -842 shares

    <0.01% of the 13F portfolio, value $2,348,613.

    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 14,339 shares
    Change vs previous 13F -2,835 shares

    <0.01% of the 13F portfolio, value $2,591,774.

    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 17,174 shares
    Change vs previous 13F +1,974 shares

    <0.01% of the 13F portfolio, value $1,907,516.

    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 15,200 shares
    Change vs previous 13F +3,442 shares

    <0.01% of the 13F portfolio, value $1,378,640.

    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 11,758 shares
    Change vs previous 13F -5,318 shares

    <0.01% of the 13F portfolio, value $1,707,967.

    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 17,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,697,296.

    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).