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Disclosery

LPL Financial LLC: PTMC position timeline

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

LPL Financial LLC held 387,601 PTMC 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 387,601 shares
    Change vs previous 13F -1,006 shares

    <0.01% of the 13F portfolio, value $16,213,357.

    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 388,607 shares
    Change vs previous 13F -47,087 shares

    <0.01% of the 13F portfolio, value $14,211,355.

    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 435,694 shares
    Change vs previous 13F -101,731 shares

    <0.01% of the 13F portfolio, value $15,541,217.

    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 537,425 shares
    Change vs previous 13F -3,292 shares

    0.01% of the 13F portfolio, value $19,245,181.

    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 540,717 shares
    Change vs previous 13F -9,705 shares

    0.01% of the 13F portfolio, value $18,860,218.

    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 550,422 shares
    Change vs previous 13F +4,587 shares

    0.01% of the 13F portfolio, value $19,044,587.

    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 545,835 shares
    Change vs previous 13F +46,115 shares

    0.01% of the 13F portfolio, value $20,135,865.

    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 499,720 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,549,606.

    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).