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Disclosery

LPL Financial LLC: PTON position timeline

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

LPL Financial LLC held 119,301 PTON 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 119,301 shares
    Change vs previous 13F +24,460 shares

    <0.01% of the 13F portfolio, value $705,069.

    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 94,841 shares
    Change vs previous 13F -54,053 shares

    <0.01% of the 13F portfolio, value $406,868.

    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 148,894 shares
    Change vs previous 13F -56,350 shares

    <0.01% of the 13F portfolio, value $917,187.

    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 205,244 shares
    Change vs previous 13F +37,860 shares

    <0.01% of the 13F portfolio, value $1,847,196.

    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 167,384 shares
    Change vs previous 13F +52,678 shares

    <0.01% of the 13F portfolio, value $1,161,645.

    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 114,706 shares
    Change vs previous 13F +38,257 shares

    <0.01% of the 13F portfolio, value $724,939.

    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 76,449 shares
    Change vs previous 13F -4,955 shares

    <0.01% of the 13F portfolio, value $665,106.

    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 81,404 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $380,971.

    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).