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LPL Financial LLC: PTNQ position timeline

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

LPL Financial LLC held 1,330,177 PTNQ 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 1,330,177 shares
    Change vs previous 13F -104,432 shares

    0.03% of the 13F portfolio, value $117,920,207.

    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 1,434,609 shares
    Change vs previous 13F -118,141 shares

    0.03% of the 13F portfolio, value $104,669,068.

    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 1,552,750 shares
    Change vs previous 13F -32,450 shares

    0.03% of the 13F portfolio, value $122,123,795.

    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 1,585,200 shares
    Change vs previous 13F +68,595 shares

    0.04% of the 13F portfolio, value $122,900,576.

    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 1,516,605 shares
    Change vs previous 13F +93,993 shares

    0.04% of the 13F portfolio, value $108,240,131.

    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 1,422,612 shares
    Change vs previous 13F +78,831 shares

    0.04% of the 13F portfolio, value $101,019,667.

    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 1,343,781 shares
    Change vs previous 13F +83,719 shares

    0.04% of the 13F portfolio, value $99,466,658.

    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 1,260,062 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $92,400,378.

    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).