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
- period ended2026-06-3013F 76,823 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 84,082 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 97,033 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 87,194 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 86,031 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 82,114 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 91,305 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 108,500 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).