Skip to content
Disclosery

LPL Financial LLC: PIE position timeline

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

LPL Financial LLC held 294,694 PIE 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 294,694 shares
    Change vs previous 13F +25,100 shares

    <0.01% of the 13F portfolio, value $9,841,363.

    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 269,594 shares
    Change vs previous 13F +206,454 shares

    <0.01% of the 13F portfolio, value $7,017,533.

    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 63,140 shares
    Change vs previous 13F -5,472 shares

    <0.01% of the 13F portfolio, value $1,492,549.

    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 68,612 shares
    Change vs previous 13F -9,999 shares

    <0.01% of the 13F portfolio, value $1,674,102.

    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 78,611 shares
    Change vs previous 13F -26,189 shares

    <0.01% of the 13F portfolio, value $1,646,113.

    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 104,800 shares
    Change vs previous 13F -8,146 shares

    <0.01% of the 13F portfolio, value $1,905,262.

    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 112,946 shares
    Change vs previous 13F -8,063 shares

    <0.01% of the 13F portfolio, value $2,170,831.

    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 121,009 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,495,211.

    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).