Skip to content
Disclosery

LPL Financial LLC: PTA position timeline

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

LPL Financial LLC held 62,617 PTA 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 62,617 shares
    Change vs previous 13F +2,749 shares

    <0.01% of the 13F portfolio, value $1,200,998.

    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 59,868 shares
    Change vs previous 13F -12,020 shares

    <0.01% of the 13F portfolio, value $1,121,919.

    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 71,888 shares
    Change vs previous 13F +21,401 shares

    <0.01% of the 13F portfolio, value $1,388,162.

    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 50,487 shares
    Change vs previous 13F -1,210 shares

    <0.01% of the 13F portfolio, value $1,030,432.

    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 51,697 shares
    Change vs previous 13F -856 shares

    <0.01% of the 13F portfolio, value $1,023,592.

    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 52,553 shares
    Change vs previous 13F +6,101 shares

    <0.01% of the 13F portfolio, value $1,021,624.

    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 46,452 shares
    Change vs previous 13F +9,577 shares

    <0.01% of the 13F portfolio, value $892,814.

    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 36,875 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $775,856.

    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).