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Disclosery

LPL Financial LLC: PTC position timeline

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

LPL Financial LLC held 44,931 PTC 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 44,931 shares
    Change vs previous 13F -6,170 shares

    <0.01% of the 13F portfolio, value $5,104,585.

    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 51,101 shares
    Change vs previous 13F +1,664 shares

    <0.01% of the 13F portfolio, value $7,281,391.

    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 49,437 shares
    Change vs previous 13F +7,824 shares

    <0.01% of the 13F portfolio, value $8,612,392.

    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 41,613 shares
    Change vs previous 13F +16,148 shares

    <0.01% of the 13F portfolio, value $8,448,239.

    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 25,465 shares
    Change vs previous 13F +8,311 shares

    <0.01% of the 13F portfolio, value $4,388,611.

    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 17,154 shares
    Change vs previous 13F -760 shares

    <0.01% of the 13F portfolio, value $2,658,059.

    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 17,914 shares
    Change vs previous 13F +2,285 shares

    <0.01% of the 13F portfolio, value $3,293,902.

    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 15,629 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,823,535.

    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).