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Disclosery

LPL Financial LLC: PTF position timeline

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

LPL Financial LLC held 580,110 PTF 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 580,110 shares
    Change vs previous 13F +15,783 shares

    0.02% of the 13F portfolio, value $79,074,802.

    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 564,327 shares
    Change vs previous 13F +41,802 shares

    0.01% of the 13F portfolio, value $48,715,535.

    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 522,525 shares
    Change vs previous 13F -15,598 shares

    0.01% of the 13F portfolio, value $39,966,109.

    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 538,123 shares
    Change vs previous 13F -40,690 shares

    0.01% of the 13F portfolio, value $40,260,031.

    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 578,813 shares
    Change vs previous 13F -43,529 shares

    0.01% of the 13F portfolio, value $39,527,144.

    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 622,342 shares
    Change vs previous 13F -4,805 shares

    0.01% of the 13F portfolio, value $36,693,265.

    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 627,147 shares
    Change vs previous 13F +50,452 shares

    0.02% of the 13F portfolio, value $45,505,796.

    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 576,695 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,579,739.

    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).