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Disclosery

LPL Financial LLC: PSIX position timeline

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

LPL Financial LLC held 57,706 PSIX 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 57,706 shares
    Change vs previous 13F -98,479 shares

    <0.01% of the 13F portfolio, value $2,244,186.

    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 156,185 shares
    Change vs previous 13F +69,604 shares

    <0.01% of the 13F portfolio, value $9,508,512.

    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 86,581 shares
    Change vs previous 13F +439 shares

    <0.01% of the 13F portfolio, value $4,947,238.

    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 86,142 shares
    Change vs previous 13F +40,235 shares

    <0.01% of the 13F portfolio, value $8,460,867.

    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 45,907 shares
    Change vs previous 13F +25,007 shares

    <0.01% of the 13F portfolio, value $2,969,265.

    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 20,900 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $528,352.

    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).