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LPL Financial LLC: PRM position timeline

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

LPL Financial LLC held 63,410 PRM 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 63,410 shares
    Change vs previous 13F +15,216 shares

    <0.01% of the 13F portfolio, value $2,260,567.

    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 48,194 shares
    Change vs previous 13F +4,834 shares

    <0.01% of the 13F portfolio, value $1,176,897.

    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 43,360 shares
    Change vs previous 13F -10,444 shares

    <0.01% of the 13F portfolio, value $1,193,701.

    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 53,804 shares
    Change vs previous 13F -6,757 shares

    <0.01% of the 13F portfolio, value $1,204,672.

    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 60,561 shares
    Change vs previous 13F +50,542 shares

    <0.01% of the 13F portfolio, value $843,009.

    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 10,019 shares
    Change vs previous 13F -55,434 shares

    <0.01% of the 13F portfolio, value $100,891.

    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 65,453 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $836,489.

    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).