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Disclosery

LPL Financial LLC: PYZ position timeline

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

LPL Financial LLC held 33,174 PYZ 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 33,174 shares
    Change vs previous 13F -3,515 shares

    <0.01% of the 13F portfolio, value $4,174,461.

    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 36,689 shares
    Change vs previous 13F +19,471 shares

    <0.01% of the 13F portfolio, value $4,396,380.

    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 17,218 shares
    Change vs previous 13F +3,353 shares

    <0.01% of the 13F portfolio, value $1,896,649.

    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 13,865 shares
    Change vs previous 13F -1,735 shares

    <0.01% of the 13F portfolio, value $1,468,075.

    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 15,600 shares
    Change vs previous 13F -3,924 shares

    <0.01% of the 13F portfolio, value $1,449,057.

    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 19,524 shares
    Change vs previous 13F -1,693 shares

    <0.01% of the 13F portfolio, value $1,654,915.

    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 21,217 shares
    Change vs previous 13F +7,266 shares

    <0.01% of the 13F portfolio, value $1,840,920.

    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 13,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,337,052.

    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).