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LPL Financial LLC: PK position timeline

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

LPL Financial LLC held 705,211 PK 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 705,211 shares
    Change vs previous 13F +48,403 shares

    <0.01% of the 13F portfolio, value $10,049,252.

    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 656,808 shares
    Change vs previous 13F +59,477 shares

    <0.01% of the 13F portfolio, value $6,916,186.

    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 597,331 shares
    Change vs previous 13F -26,383 shares

    <0.01% of the 13F portfolio, value $6,248,079.

    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 623,714 shares
    Change vs previous 13F +15,548 shares

    <0.01% of the 13F portfolio, value $6,910,755.

    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 608,166 shares
    Change vs previous 13F +100,162 shares

    <0.01% of the 13F portfolio, value $6,221,536.

    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 508,004 shares
    Change vs previous 13F +130,399 shares

    <0.01% of the 13F portfolio, value $5,425,485.

    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 377,605 shares
    Change vs previous 13F +339,773 shares

    <0.01% of the 13F portfolio, value $5,312,903.

    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 37,832 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $533,435.

    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).