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Disclosery

LPL Financial LLC: PMO position timeline

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

LPL Financial LLC held 178,489 PMO 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 178,489 shares
    Change vs previous 13F -5,413 shares

    <0.01% of the 13F portfolio, value $1,881,274.

    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 183,902 shares
    Change vs previous 13F +5,295 shares

    <0.01% of the 13F portfolio, value $1,894,189.

    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 178,607 shares
    Change vs previous 13F +26,562 shares

    <0.01% of the 13F portfolio, value $1,911,095.

    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 152,045 shares
    Change vs previous 13F +24,812 shares

    <0.01% of the 13F portfolio, value $1,570,626.

    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 127,233 shares
    Change vs previous 13F +5,033 shares

    <0.01% of the 13F portfolio, value $1,258,339.

    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 122,200 shares
    Change vs previous 13F +14,514 shares

    <0.01% of the 13F portfolio, value $1,245,221.

    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 107,686 shares
    Change vs previous 13F -14,467 shares

    <0.01% of the 13F portfolio, value $1,090,864.

    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 122,153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,331,468.

    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).