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LPL Financial LLC: POCT position timeline

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

LPL Financial LLC held 371,721 POCT 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 371,721 shares
    Change vs previous 13F -2,485 shares

    <0.01% of the 13F portfolio, value $17,251,572.

    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 374,206 shares
    Change vs previous 13F -9,833 shares

    <0.01% of the 13F portfolio, value $16,132,021.

    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 384,039 shares
    Change vs previous 13F +33,319 shares

    <0.01% of the 13F portfolio, value $16,866,993.

    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 350,720 shares
    Change vs previous 13F +24,397 shares

    <0.01% of the 13F portfolio, value $15,116,032.

    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 326,323 shares
    Change vs previous 13F +23,850 shares

    <0.01% of the 13F portfolio, value $13,477,140.

    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 302,473 shares
    Change vs previous 13F +101,825 shares

    <0.01% of the 13F portfolio, value $11,751,076.

    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 200,648 shares
    Change vs previous 13F +1,952 shares

    <0.01% of the 13F portfolio, value $7,938,919.

    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 198,696 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,739,209.

    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).