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Disclosery

LPL Financial LLC: PRFD position timeline

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

LPL Financial LLC held 341,551 PRFD 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 341,551 shares
    Change vs previous 13F +22,587 shares

    <0.01% of the 13F portfolio, value $17,537,513.

    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 318,964 shares
    Change vs previous 13F +10,279 shares

    <0.01% of the 13F portfolio, value $16,161,924.

    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 308,685 shares
    Change vs previous 13F +16,402 shares

    <0.01% of the 13F portfolio, value $15,900,346.

    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 292,283 shares
    Change vs previous 13F -19,050 shares

    <0.01% of the 13F portfolio, value $15,140,282.

    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 311,333 shares
    Change vs previous 13F +59,362 shares

    0.01% of the 13F portfolio, value $15,868,471.

    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 251,971 shares
    Change vs previous 13F -3,316 shares

    <0.01% of the 13F portfolio, value $12,738,389.

    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 255,287 shares
    Change vs previous 13F +9,345 shares

    0.01% of the 13F portfolio, value $12,835,837.

    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 245,942 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,707,801.

    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).