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Disclosery

LPL Financial LLC: PTLC position timeline

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

LPL Financial LLC held 5,795,400 PTLC 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 5,795,400 shares
    Change vs previous 13F +32,944 shares

    0.08% of the 13F portfolio, value $337,639,973.

    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 5,762,456 shares
    Change vs previous 13F -21,695 shares

    0.08% of the 13F portfolio, value $302,298,443.

    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 5,784,151 shares
    Change vs previous 13F +2,079 shares

    0.09% of the 13F portfolio, value $321,483,123.

    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 5,782,072 shares
    Change vs previous 13F +230,851 shares

    0.09% of the 13F portfolio, value $316,626,260.

    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 5,551,221 shares
    Change vs previous 13F +731,729 shares

    0.09% of the 13F portfolio, value $281,779,983.

    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 4,819,492 shares
    Change vs previous 13F +1,332,310 shares

    0.1% of the 13F portfolio, value $247,962,869.

    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 3,487,182 shares
    Change vs previous 13F +249,210 shares

    0.08% of the 13F portfolio, value $186,355,022.

    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 3,237,972 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $170,155,418.

    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).