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Disclosery

LPL Financial LLC: PTLO position timeline

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

LPL Financial LLC held 101,045 PTLO 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 101,045 shares
    Change vs previous 13F +23,946 shares

    <0.01% of the 13F portfolio, value $478,953.

    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 77,099 shares
    Change vs previous 13F -21,361 shares

    <0.01% of the 13F portfolio, value $407,854.

    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 98,460 shares
    Change vs previous 13F -4,498 shares

    <0.01% of the 13F portfolio, value $447,008.

    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 102,958 shares
    Change vs previous 13F +10,498 shares

    <0.01% of the 13F portfolio, value $664,079.

    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 92,460 shares
    Change vs previous 13F +8,725 shares

    <0.01% of the 13F portfolio, value $1,079,008.

    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 83,735 shares
    Change vs previous 13F +22,895 shares

    <0.01% of the 13F portfolio, value $995,609.

    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 60,840 shares
    Change vs previous 13F -6,050 shares

    <0.01% of the 13F portfolio, value $571,896.

    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 66,890 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $901,008.

    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).