Skip to content
Disclosery

LPL Financial LLC: PSN position timeline

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

LPL Financial LLC held 54,631 PSN 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 54,631 shares
    Change vs previous 13F -6,506 shares

    <0.01% of the 13F portfolio, value $2,862,118.

    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 61,137 shares
    Change vs previous 13F +12,386 shares

    <0.01% of the 13F portfolio, value $3,311,791.

    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 48,751 shares
    Change vs previous 13F -3,476 shares

    <0.01% of the 13F portfolio, value $3,012,781.

    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 52,227 shares
    Change vs previous 13F -3,248 shares

    <0.01% of the 13F portfolio, value $4,330,621.

    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 55,475 shares
    Change vs previous 13F +7,925 shares

    <0.01% of the 13F portfolio, value $3,981,452.

    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 47,550 shares
    Change vs previous 13F -37,440 shares

    <0.01% of the 13F portfolio, value $2,815,415.

    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 84,990 shares
    Change vs previous 13F +33,312 shares

    <0.01% of the 13F portfolio, value $7,840,296.

    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 51,678 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,357,975.

    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).