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Disclosery

LPL Financial LLC: PREF position timeline

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

LPL Financial LLC held 3,227,005 PREF 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 3,227,005 shares
    Change vs previous 13F +121,548 shares

    0.01% of the 13F portfolio, value $61,506,716.

    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 3,105,457 shares
    Change vs previous 13F +74,853 shares

    0.02% of the 13F portfolio, value $58,444,703.

    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 3,030,604 shares
    Change vs previous 13F +308,735 shares

    0.02% of the 13F portfolio, value $57,793,622.

    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 2,721,869 shares
    Change vs previous 13F -69,614 shares

    0.02% of the 13F portfolio, value $52,096,575.

    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 2,791,483 shares
    Change vs previous 13F +682,226 shares

    0.02% of the 13F portfolio, value $52,954,424.

    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 2,109,257 shares
    Change vs previous 13F +312,143 shares

    0.02% of the 13F portfolio, value $39,443,099.

    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 1,797,114 shares
    Change vs previous 13F +139,763 shares

    0.01% of the 13F portfolio, value $33,444,283.

    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 1,657,351 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $31,174,762.

    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).