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Disclosery

LPL Financial LLC: PUK position timeline

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

LPL Financial LLC held 67,912 PUK 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 67,912 shares
    Change vs previous 13F +28,933 shares

    <0.01% of the 13F portfolio, value $1,820,710.

    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 38,979 shares
    Change vs previous 13F -39,352 shares

    <0.01% of the 13F portfolio, value $1,108,182.

    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 78,331 shares
    Change vs previous 13F +1,322 shares

    <0.01% of the 13F portfolio, value $2,437,658.

    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 77,009 shares
    Change vs previous 13F -13,229 shares

    <0.01% of the 13F portfolio, value $2,155,476.

    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 90,238 shares
    Change vs previous 13F +13,696 shares

    <0.01% of the 13F portfolio, value $2,257,749.

    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 76,542 shares
    Change vs previous 13F +45,248 shares

    <0.01% of the 13F portfolio, value $1,645,656.

    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 31,294 shares
    Change vs previous 13F -14,722 shares

    <0.01% of the 13F portfolio, value $498,820.

    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 46,016 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $853,137.

    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).