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Disclosery

LPL Financial LLC: PSFF position timeline

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

LPL Financial LLC held 185,188 PSFF 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 185,188 shares
    Change vs previous 13F -74,330 shares

    <0.01% of the 13F portfolio, value $6,353,790.

    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 259,518 shares
    Change vs previous 13F -6,051 shares

    <0.01% of the 13F portfolio, value $8,316,087.

    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 265,569 shares
    Change vs previous 13F -16,138 shares

    <0.01% of the 13F portfolio, value $8,585,836.

    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 281,707 shares
    Change vs previous 13F -4,768 shares

    <0.01% of the 13F portfolio, value $8,900,572.

    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 286,475 shares
    Change vs previous 13F +2,212 shares

    <0.01% of the 13F portfolio, value $8,731,743.

    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 284,263 shares
    Change vs previous 13F -58,619 shares

    <0.01% of the 13F portfolio, value $8,115,694.

    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 342,882 shares
    Change vs previous 13F -18,397 shares

    <0.01% of the 13F portfolio, value $10,042,999.

    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 361,279 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,383,158.

    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).