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Disclosery

LPL Financial LLC: PL position timeline

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

LPL Financial LLC held 266,387 PL 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 266,387 shares
    Change vs previous 13F -98,885 shares

    <0.01% of the 13F portfolio, value $8,825,401.

    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 365,272 shares
    Change vs previous 13F +135,060 shares

    <0.01% of the 13F portfolio, value $10,209,352.

    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 230,212 shares
    Change vs previous 13F +41,776 shares

    <0.01% of the 13F portfolio, value $4,539,781.

    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 188,436 shares
    Change vs previous 13F +107,507 shares

    <0.01% of the 13F portfolio, value $2,445,899.

    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 80,929 shares
    Change vs previous 13F +70,264 shares

    <0.01% of the 13F portfolio, value $493,667.

    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 10,665 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $36,048.

    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 10,684 shares
    Change vs previous 13F -6,084 shares

    <0.01% of the 13F portfolio, value $43,163.

    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 16,768 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,393.

    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).