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Disclosery

LPL Financial LLC: PTBD position timeline

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

LPL Financial LLC held 307,780 PTBD 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 307,780 shares
    Change vs previous 13F -2,772 shares

    <0.01% of the 13F portfolio, value $5,900,134.

    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 310,552 shares
    Change vs previous 13F -59,932 shares

    <0.01% of the 13F portfolio, value $5,894,285.

    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 370,484 shares
    Change vs previous 13F -42,030 shares

    <0.01% of the 13F portfolio, value $7,187,385.

    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 412,514 shares
    Change vs previous 13F -27,148 shares

    <0.01% of the 13F portfolio, value $8,180,150.

    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 439,662 shares
    Change vs previous 13F -63,848 shares

    <0.01% of the 13F portfolio, value $8,683,331.

    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 503,510 shares
    Change vs previous 13F +22,292 shares

    <0.01% of the 13F portfolio, value $10,100,414.

    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 481,218 shares
    Change vs previous 13F -51,618 shares

    <0.01% of the 13F portfolio, value $9,624,357.

    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 532,836 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,992,406.

    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).