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Disclosery

LPL Financial LLC: PY position timeline

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

LPL Financial LLC held 30,870 PY 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 30,870 shares
    Change vs previous 13F +1,469 shares

    <0.01% of the 13F portfolio, value $1,663,923.

    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 29,401 shares
    Change vs previous 13F +2,946 shares

    <0.01% of the 13F portfolio, value $1,513,851.

    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 26,455 shares
    Change vs previous 13F +863 shares

    <0.01% of the 13F portfolio, value $1,380,726.

    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 25,592 shares
    Change vs previous 13F -24,205 shares

    <0.01% of the 13F portfolio, value $1,343,252.

    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 49,797 shares
    Change vs previous 13F +18,746 shares

    <0.01% of the 13F portfolio, value $2,467,654.

    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 31,051 shares
    Change vs previous 13F +7,838 shares

    <0.01% of the 13F portfolio, value $1,523,656.

    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 23,213 shares
    Change vs previous 13F +3,973 shares

    <0.01% of the 13F portfolio, value $1,149,409.

    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 19,240 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $963,771.

    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).