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Disclosery

LPL Financial LLC: PTL position timeline

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

LPL Financial LLC held 179,978 PTL 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 179,978 shares
    Change vs previous 13F +47,849 shares

    0.01% of the 13F portfolio, value $51,489,902.

    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 132,129 shares
    Change vs previous 13F +19,079 shares

    0.01% of the 13F portfolio, value $33,105,697.

    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 113,050 shares
    Change vs previous 13F +22,576 shares

    0.01% of the 13F portfolio, value $28,057,807.

    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 90,474 shares
    Change vs previous 13F +21,079 shares

    0.01% of the 13F portfolio, value $22,550,796.

    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 69,395 shares
    Change vs previous 13F +22,568 shares

    0.01% of the 13F portfolio, value $15,912,249.

    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 46,827 shares
    Change vs previous 13F +13,244 shares

    <0.01% of the 13F portfolio, value $9,623,072.

    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 33,583 shares
    Change vs previous 13F +12,172 shares

    <0.01% of the 13F portfolio, value $7,163,111.

    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 21,411 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,571,712.

    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).