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Disclosery

LPL Financial LLC: POR position timeline

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

LPL Financial LLC held 81,856 POR 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 81,856 shares
    Change vs previous 13F +2,044 shares

    <0.01% of the 13F portfolio, value $4,242,593.

    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 79,812 shares
    Change vs previous 13F -776 shares

    <0.01% of the 13F portfolio, value $4,211,660.

    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 80,588 shares
    Change vs previous 13F +6,652 shares

    <0.01% of the 13F portfolio, value $3,867,434.

    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 73,936 shares
    Change vs previous 13F +7,835 shares

    <0.01% of the 13F portfolio, value $3,253,162.

    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 66,101 shares
    Change vs previous 13F +3,802 shares

    <0.01% of the 13F portfolio, value $2,685,687.

    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 62,299 shares
    Change vs previous 13F +13,599 shares

    <0.01% of the 13F portfolio, value $2,778,549.

    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 48,700 shares
    Change vs previous 13F +12,265 shares

    <0.01% of the 13F portfolio, value $2,124,285.

    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 36,435 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,745,229.

    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).