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LPL Financial LLC: PTH position timeline

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

LPL Financial LLC held 76,823 PTH 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 76,823 shares
    Change vs previous 13F -7,259 shares

    <0.01% of the 13F portfolio, value $4,590,969.

    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 84,082 shares
    Change vs previous 13F -12,951 shares

    <0.01% of the 13F portfolio, value $4,120,013.

    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 97,033 shares
    Change vs previous 13F +9,839 shares

    <0.01% of the 13F portfolio, value $4,822,611.

    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 87,194 shares
    Change vs previous 13F +1,163 shares

    <0.01% of the 13F portfolio, value $3,843,424.

    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 86,031 shares
    Change vs previous 13F +3,917 shares

    <0.01% of the 13F portfolio, value $3,344,890.

    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 82,114 shares
    Change vs previous 13F -9,191 shares

    <0.01% of the 13F portfolio, value $3,240,208.

    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 91,305 shares
    Change vs previous 13F -17,195 shares

    <0.01% of the 13F portfolio, value $3,655,852.

    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 108,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,042,006.

    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).