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Disclosery

LPL Financial LLC: PSR position timeline

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

LPL Financial LLC held 95,394 PSR 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 95,394 shares
    Change vs previous 13F +82,237 shares

    <0.01% of the 13F portfolio, value $9,784,698.

    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 13,157 shares
    Change vs previous 13F -7,453 shares

    <0.01% of the 13F portfolio, value $1,218,307.

    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 20,610 shares
    Change vs previous 13F +790 shares

    <0.01% of the 13F portfolio, value $1,861,897.

    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 19,820 shares
    Change vs previous 13F +1,277 shares

    <0.01% of the 13F portfolio, value $1,836,622.

    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 18,543 shares
    Change vs previous 13F -5,889 shares

    <0.01% of the 13F portfolio, value $1,693,310.

    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 24,432 shares
    Change vs previous 13F -16,049 shares

    <0.01% of the 13F portfolio, value $2,260,718.

    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 40,481 shares
    Change vs previous 13F -1,878 shares

    <0.01% of the 13F portfolio, value $3,654,962.

    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 42,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,172,367.

    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).