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Disclosery

LPL Financial LLC: PRI position timeline

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

LPL Financial LLC held 11,009 PRI 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 11,009 shares
    Change vs previous 13F -1,528 shares

    <0.01% of the 13F portfolio, value $3,128,774.

    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 12,537 shares
    Change vs previous 13F -176 shares

    <0.01% of the 13F portfolio, value $3,140,341.

    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 12,713 shares
    Change vs previous 13F -1,094 shares

    <0.01% of the 13F portfolio, value $3,284,442.

    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 13,807 shares
    Change vs previous 13F -8,537 shares

    <0.01% of the 13F portfolio, value $3,832,686.

    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 22,344 shares
    Change vs previous 13F +12,309 shares

    <0.01% of the 13F portfolio, value $6,114,877.

    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 10,035 shares
    Change vs previous 13F -453 shares

    <0.01% of the 13F portfolio, value $2,855,172.

    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 10,488 shares
    Change vs previous 13F +4,307 shares

    <0.01% of the 13F portfolio, value $2,846,748.

    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 6,181 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,638,865.

    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).