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Disclosery

LPL Financial LLC: PTIN position timeline

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

LPL Financial LLC held 550,209 PTIN 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 550,209 shares
    Change vs previous 13F +17,391 shares

    <0.01% of the 13F portfolio, value $20,176,173.

    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 532,818 shares
    Change vs previous 13F -49,929 shares

    <0.01% of the 13F portfolio, value $17,327,229.

    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 582,747 shares
    Change vs previous 13F -11,936 shares

    0.01% of the 13F portfolio, value $18,327,404.

    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 594,683 shares
    Change vs previous 13F +2,553 shares

    0.01% of the 13F portfolio, value $18,120,000.

    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 592,130 shares
    Change vs previous 13F +33,147 shares

    0.01% of the 13F portfolio, value $17,177,678.

    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 558,983 shares
    Change vs previous 13F +54,876 shares

    0.01% of the 13F portfolio, value $16,389,392.

    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 504,107 shares
    Change vs previous 13F +15,053 shares

    0.01% of the 13F portfolio, value $13,988,968.

    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 489,054 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,121,542.

    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).