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Disclosery

LPL Financial LLC: PRF position timeline

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

LPL Financial LLC held 2,999,878 PRF 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 2,999,878 shares
    Change vs previous 13F +200,988 shares

    0.04% of the 13F portfolio, value $162,083,404.

    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 2,798,890 shares
    Change vs previous 13F +71,429 shares

    0.04% of the 13F portfolio, value $133,031,214.

    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 2,727,461 shares
    Change vs previous 13F +188,790 shares

    0.03% of the 13F portfolio, value $127,972,470.

    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 2,538,671 shares
    Change vs previous 13F +4,378 shares

    0.03% of the 13F portfolio, value $114,773,324.

    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 2,534,293 shares
    Change vs previous 13F -15,498 shares

    0.04% of the 13F portfolio, value $107,124,580.

    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 2,549,791 shares
    Change vs previous 13F +72,457 shares

    0.04% of the 13F portfolio, value $103,037,061.

    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 2,477,334 shares
    Change vs previous 13F +3,306 shares

    0.04% of the 13F portfolio, value $99,935,653.

    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 2,474,028 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $100,519,742.

    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).