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Disclosery

LPL Financial LLC: PPA position timeline

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

LPL Financial LLC held 1,960,617 PPA 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 1,960,617 shares
    Change vs previous 13F -6,243 shares

    0.08% of the 13F portfolio, value $346,343,032.

    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 1,966,860 shares
    Change vs previous 13F +237,797 shares

    0.09% of the 13F portfolio, value $325,908,660.

    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 1,729,063 shares
    Change vs previous 13F +60,321 shares

    0.07% of the 13F portfolio, value $270,823,170.

    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 1,668,742 shares
    Change vs previous 13F +66,273 shares

    0.08% of the 13F portfolio, value $259,405,937.

    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 1,602,469 shares
    Change vs previous 13F +149,910 shares

    0.08% of the 13F portfolio, value $227,053,746.

    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 1,452,559 shares
    Change vs previous 13F +17,921 shares

    0.07% of the 13F portfolio, value $169,295,746.

    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 1,434,638 shares
    Change vs previous 13F +41,666 shares

    0.07% of the 13F portfolio, value $164,596,025.

    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 1,392,972 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $160,149,982.

    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).