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Disclosery

LPL Financial LLC: PTEN position timeline

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

LPL Financial LLC held 149,194 PTEN 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 149,194 shares
    Change vs previous 13F +31,283 shares

    <0.01% of the 13F portfolio, value $1,369,600.

    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 117,911 shares
    Change vs previous 13F -10,948 shares

    <0.01% of the 13F portfolio, value $1,276,974.

    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 128,859 shares
    Change vs previous 13F -1,041 shares

    <0.01% of the 13F portfolio, value $787,330.

    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 129,900 shares
    Change vs previous 13F +15,736 shares

    <0.01% of the 13F portfolio, value $672,881.

    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 114,164 shares
    Change vs previous 13F -7,776 shares

    <0.01% of the 13F portfolio, value $676,990.

    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 121,940 shares
    Change vs previous 13F +15,811 shares

    <0.01% of the 13F portfolio, value $1,002,347.

    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 106,129 shares
    Change vs previous 13F -11,718 shares

    <0.01% of the 13F portfolio, value $876,625.

    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 117,847 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $901,527.

    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).