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LPL Financial LLC: PII position timeline

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

LPL Financial LLC held 131,970 PII 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 131,970 shares
    Change vs previous 13F +2,368 shares

    <0.01% of the 13F portfolio, value $9,032,053.

    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 129,602 shares
    Change vs previous 13F +59,097 shares

    <0.01% of the 13F portfolio, value $7,063,297.

    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 70,505 shares
    Change vs previous 13F -4,827 shares

    <0.01% of the 13F portfolio, value $4,459,433.

    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 75,332 shares
    Change vs previous 13F +1,595 shares

    <0.01% of the 13F portfolio, value $4,379,068.

    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 73,737 shares
    Change vs previous 13F +22,345 shares

    <0.01% of the 13F portfolio, value $2,997,412.

    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 51,392 shares
    Change vs previous 13F -18,052 shares

    <0.01% of the 13F portfolio, value $2,103,984.

    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 69,444 shares
    Change vs previous 13F -2,769 shares

    <0.01% of the 13F portfolio, value $4,001,328.

    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 72,213 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,010,949.

    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).