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Disclosery

LPL Financial LLC: PIM position timeline

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

LPL Financial LLC held 86,454 PIM 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 86,454 shares
    Change vs previous 13F +12,810 shares

    <0.01% of the 13F portfolio, value $279,245.

    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 73,644 shares
    Change vs previous 13F +3,248 shares

    <0.01% of the 13F portfolio, value $240,817.

    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 70,396 shares
    Change vs previous 13F -735 shares

    <0.01% of the 13F portfolio, value $235,123.

    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 71,131 shares
    Change vs previous 13F -20,259 shares

    <0.01% of the 13F portfolio, value $244,689.

    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 91,390 shares
    Change vs previous 13F +40,963 shares

    <0.01% of the 13F portfolio, value $306,155.

    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 50,427 shares
    Change vs previous 13F -350 shares

    <0.01% of the 13F portfolio, value $167,418.

    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 50,777 shares
    Change vs previous 13F +3,948 shares

    <0.01% of the 13F portfolio, value $165,532.

    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 46,829 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $158,751.

    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).