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Disclosery

LPL Financial LLC: PNW position timeline

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

LPL Financial LLC held 91,536 PNW 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 91,536 shares
    Change vs previous 13F +22,246 shares

    <0.01% of the 13F portfolio, value $9,794,273.

    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 69,290 shares
    Change vs previous 13F +3,572 shares

    <0.01% of the 13F portfolio, value $6,980,923.

    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 65,718 shares
    Change vs previous 13F -294 shares

    <0.01% of the 13F portfolio, value $5,829,125.

    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 66,012 shares
    Change vs previous 13F +5,433 shares

    <0.01% of the 13F portfolio, value $5,918,624.

    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 60,579 shares
    Change vs previous 13F +4,133 shares

    <0.01% of the 13F portfolio, value $5,419,973.

    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 56,446 shares
    Change vs previous 13F -4,404 shares

    <0.01% of the 13F portfolio, value $5,376,447.

    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 60,850 shares
    Change vs previous 13F -4,396 shares

    <0.01% of the 13F portfolio, value $5,158,289.

    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 65,246 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,780,096.

    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).