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Disclosery

LPL Financial LLC: PSFD position timeline

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

LPL Financial LLC held 14,955 PSFD 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 14,955 shares
    Change vs previous 13F -368 shares

    <0.01% of the 13F portfolio, value $595,783.

    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 15,323 shares
    Change vs previous 13F -2,210 shares

    <0.01% of the 13F portfolio, value $559,332.

    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 17,533 shares
    Change vs previous 13F -794 shares

    <0.01% of the 13F portfolio, value $655,208.

    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 18,327 shares
    Change vs previous 13F -2,698 shares

    <0.01% of the 13F portfolio, value $665,380.

    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 21,025 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $728,834.

    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 21,025 shares
    Change vs previous 13F +1,383 shares

    <0.01% of the 13F portfolio, value $682,417.

    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 19,642 shares
    Change vs previous 13F +7,761 shares

    <0.01% of the 13F portfolio, value $649,954.

    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 11,881 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $384,462.

    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).