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LPL Financial LLC: PSL position timeline

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

LPL Financial LLC held 35,954 PSL 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 35,954 shares
    Change vs previous 13F +4,462 shares

    <0.01% of the 13F portfolio, value $4,026,838.

    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 31,492 shares
    Change vs previous 13F -3,170 shares

    <0.01% of the 13F portfolio, value $3,418,551.

    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 34,662 shares
    Change vs previous 13F -8,283 shares

    <0.01% of the 13F portfolio, value $3,481,038.

    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 42,945 shares
    Change vs previous 13F -57,308 shares

    <0.01% of the 13F portfolio, value $4,720,640.

    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 100,253 shares
    Change vs previous 13F +49,025 shares

    <0.01% of the 13F portfolio, value $11,095,962.

    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 51,228 shares
    Change vs previous 13F +23,849 shares

    <0.01% of the 13F portfolio, value $5,551,531.

    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 27,379 shares
    Change vs previous 13F +4,857 shares

    <0.01% of the 13F portfolio, value $2,873,471.

    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 22,522 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,293,607.

    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).