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Disclosery

LPL Financial LLC: PSA position timeline

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

LPL Financial LLC held 154,213 PSA 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 154,213 shares
    Change vs previous 13F +13,149 shares

    0.01% of the 13F portfolio, value $49,087,459.

    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 141,064 shares
    Change vs previous 13F +5,578 shares

    0.01% of the 13F portfolio, value $38,211,360.

    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 135,486 shares
    Change vs previous 13F +16,421 shares

    0.01% of the 13F portfolio, value $35,158,671.

    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 119,065 shares
    Change vs previous 13F +11,126 shares

    0.01% of the 13F portfolio, value $34,392,049.

    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 107,939 shares
    Change vs previous 13F +14,645 shares

    0.01% of the 13F portfolio, value $31,671,435.

    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 93,294 shares
    Change vs previous 13F +4,940 shares

    0.01% of the 13F portfolio, value $27,922,149.

    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 88,354 shares
    Change vs previous 13F +15,283 shares

    0.01% of the 13F portfolio, value $26,456,733.

    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 73,071 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,588,582.

    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).