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LPL Financial LLC: PSI position timeline

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

LPL Financial LLC held 491,416 PSI 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 491,416 shares
    Change vs previous 13F +81,817 shares

    0.02% of the 13F portfolio, value $92,297,688.

    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 409,599 shares
    Change vs previous 13F +2,114 shares

    0.01% of the 13F portfolio, value $38,657,991.

    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 407,485 shares
    Change vs previous 13F +44,235 shares

    0.01% of the 13F portfolio, value $32,134,241.

    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 363,250 shares
    Change vs previous 13F +27,882 shares

    0.01% of the 13F portfolio, value $25,545,162.

    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 335,368 shares
    Change vs previous 13F -261,191 shares

    0.01% of the 13F portfolio, value $20,108,641.

    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 596,559 shares
    Change vs previous 13F +110,556 shares

    0.01% of the 13F portfolio, value $28,264,961.

    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 486,003 shares
    Change vs previous 13F -73,068 shares

    0.01% of the 13F portfolio, value $28,149,277.

    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 559,071 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,157,781.

    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).