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Disclosery

LPL Financial LLC: PRFZ position timeline

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

LPL Financial LLC held 1,398,235 PRFZ 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 1,398,235 shares
    Change vs previous 13F +19,846 shares

    0.02% of the 13F portfolio, value $77,979,536.

    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 1,378,389 shares
    Change vs previous 13F +46,385 shares

    0.02% of the 13F portfolio, value $63,226,687.

    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 1,332,004 shares
    Change vs previous 13F +114,759 shares

    0.02% of the 13F portfolio, value $61,125,668.

    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 1,217,245 shares
    Change vs previous 13F +58,937 shares

    0.02% of the 13F portfolio, value $55,287,252.

    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 1,158,308 shares
    Change vs previous 13F +74,417 shares

    0.02% of the 13F portfolio, value $47,108,393.

    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 1,083,891 shares
    Change vs previous 13F -155,714 shares

    0.02% of the 13F portfolio, value $41,036,114.

    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 1,239,605 shares
    Change vs previous 13F +16,910 shares

    0.02% of the 13F portfolio, value $51,579,962.

    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 1,222,695 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $50,802,980.

    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).