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Disclosery

LPL Financial LLC: PSP position timeline

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

LPL Financial LLC held 129,608 PSP 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 129,608 shares
    Change vs previous 13F -5,220 shares

    <0.01% of the 13F portfolio, value $7,219,141.

    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 134,828 shares
    Change vs previous 13F +28,817 shares

    <0.01% of the 13F portfolio, value $7,620,504.

    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 106,011 shares
    Change vs previous 13F -107,530 shares

    <0.01% of the 13F portfolio, value $7,110,600.

    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 213,541 shares
    Change vs previous 13F +28,647 shares

    <0.01% of the 13F portfolio, value $14,738,595.

    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 184,894 shares
    Change vs previous 13F +40,166 shares

    <0.01% of the 13F portfolio, value $12,729,956.

    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 144,728 shares
    Change vs previous 13F -81,624 shares

    <0.01% of the 13F portfolio, value $9,272,702.

    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 226,352 shares
    Change vs previous 13F +69,857 shares

    0.01% of the 13F portfolio, value $15,113,490.

    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 156,495 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,676,087.

    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).