Skip to content
Disclosery

LPL Financial LLC: PM position timeline

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

LPL Financial LLC held 2,782,376 PM 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 2,782,376 shares
    Change vs previous 13F +129,803 shares

    0.11% of the 13F portfolio, value $503,359,636.

    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 2,652,573 shares
    Change vs previous 13F +34,557 shares

    0.12% of the 13F portfolio, value $438,576,421.

    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 2,618,016 shares
    Change vs previous 13F +8,655 shares

    0.11% of the 13F portfolio, value $419,929,688.

    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 2,609,361 shares
    Change vs previous 13F +259,788 shares

    0.12% of the 13F portfolio, value $423,238,391.

    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 2,349,573 shares
    Change vs previous 13F +23,123 shares

    0.14% of the 13F portfolio, value $427,927,684.

    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 2,326,450 shares
    Change vs previous 13F +113,152 shares

    0.14% of the 13F portfolio, value $369,277,481.

    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 2,213,298 shares
    Change vs previous 13F +146,169 shares

    0.11% of the 13F portfolio, value $266,370,378.

    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 2,067,129 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $250,949,377.

    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).