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Disclosery

LPL Financial LLC: PVI position timeline

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

LPL Financial LLC held 32,686 PVI 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 32,686 shares
    Change vs previous 13F -2,620 shares

    <0.01% of the 13F portfolio, value $813,396.

    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 35,306 shares
    Change vs previous 13F -7,378 shares

    <0.01% of the 13F portfolio, value $878,058.

    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 42,684 shares
    Change vs previous 13F -52,858 shares

    <0.01% of the 13F portfolio, value $1,063,686.

    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 95,542 shares
    Change vs previous 13F +4,093 shares

    <0.01% of the 13F portfolio, value $2,372,303.

    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 91,449 shares
    Change vs previous 13F +21,728 shares

    <0.01% of the 13F portfolio, value $2,266,733.

    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 69,721 shares
    Change vs previous 13F +1,291 shares

    <0.01% of the 13F portfolio, value $1,730,830.

    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 68,430 shares
    Change vs previous 13F +705 shares

    <0.01% of the 13F portfolio, value $1,690,896.

    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 67,725 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,683,313.

    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).