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Disclosery

LPL Financial LLC: PSEC position timeline

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

LPL Financial LLC held 919,558 PSEC 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 919,558 shares
    Change vs previous 13F -32,004 shares

    <0.01% of the 13F portfolio, value $2,124,178.

    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 951,562 shares
    Change vs previous 13F +130,415 shares

    <0.01% of the 13F portfolio, value $2,483,577.

    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 821,147 shares
    Change vs previous 13F -61,483 shares

    <0.01% of the 13F portfolio, value $2,126,771.

    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 882,630 shares
    Change vs previous 13F +27,713 shares

    <0.01% of the 13F portfolio, value $2,427,231.

    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 854,917 shares
    Change vs previous 13F -146,949 shares

    <0.01% of the 13F portfolio, value $2,718,636.

    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 1,001,866 shares
    Change vs previous 13F +13,209 shares

    <0.01% of the 13F portfolio, value $4,107,650.

    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 988,657 shares
    Change vs previous 13F -16,143 shares

    <0.01% of the 13F portfolio, value $4,261,113.

    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 1,004,800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,375,680.

    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).