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Disclosery

LPL Financial LLC: PVAL position timeline

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

LPL Financial LLC held 9,975,366 PVAL 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 9,975,366 shares
    Change vs previous 13F +8,727,676 shares

    0.11% of the 13F portfolio, value $508,244,871.

    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 1,247,690 shares
    Change vs previous 13F +471,610 shares

    0.02% of the 13F portfolio, value $57,892,822.

    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 776,080 shares
    Change vs previous 13F +370,896 shares

    0.01% of the 13F portfolio, value $35,365,971.

    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 405,184 shares
    Change vs previous 13F +268,654 shares

    0.01% of the 13F portfolio, value $17,309,466.

    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 136,530 shares
    Change vs previous 13F +3,534 shares

    <0.01% of the 13F portfolio, value $5,492,600.

    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 132,996 shares
    Change vs previous 13F +53,505 shares

    <0.01% of the 13F portfolio, value $5,064,471.

    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 79,491 shares
    Change vs previous 13F +11,949 shares

    <0.01% of the 13F portfolio, value $2,950,706.

    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 67,542 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,562,543.

    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).