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Disclosery

LPL Financial LLC: PSET position timeline

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

LPL Financial LLC held 14,584 PSET 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 14,584 shares
    Change vs previous 13F -40,760 shares

    <0.01% of the 13F portfolio, value $1,105,433.

    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 55,344 shares
    Change vs previous 13F -562 shares

    <0.01% of the 13F portfolio, value $3,850,533.

    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 55,906 shares
    Change vs previous 13F -6,189 shares

    <0.01% of the 13F portfolio, value $4,265,865.

    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 62,095 shares
    Change vs previous 13F -1,718 shares

    <0.01% of the 13F portfolio, value $4,725,961.

    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 63,813 shares
    Change vs previous 13F +2,245 shares

    <0.01% of the 13F portfolio, value $4,696,618.

    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 61,568 shares
    Change vs previous 13F +6,164 shares

    <0.01% of the 13F portfolio, value $4,064,092.

    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 55,404 shares
    Change vs previous 13F +1,686 shares

    <0.01% of the 13F portfolio, value $3,965,245.

    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 53,718 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,823,121.

    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).