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Disclosery

LPL Financial LLC: PPT position timeline

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

LPL Financial LLC held 128,030 PPT 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 128,030 shares
    Change vs previous 13F -2,240 shares

    <0.01% of the 13F portfolio, value $446,823.

    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 130,270 shares
    Change vs previous 13F +12,325 shares

    <0.01% of the 13F portfolio, value $462,457.

    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 117,945 shares
    Change vs previous 13F +27,822 shares

    <0.01% of the 13F portfolio, value $417,525.

    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 90,123 shares
    Change vs previous 13F -5,737 shares

    <0.01% of the 13F portfolio, value $332,555.

    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 95,860 shares
    Change vs previous 13F -527 shares

    <0.01% of the 13F portfolio, value $351,805.

    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 96,387 shares
    Change vs previous 13F +13,212 shares

    <0.01% of the 13F portfolio, value $347,959.

    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 83,175 shares
    Change vs previous 13F -1,582 shares

    <0.01% of the 13F portfolio, value $296,102.

    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 84,757 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $316,144.

    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).