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Disclosery

LPL Financial LLC: PZT position timeline

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

LPL Financial LLC held 181,469 PZT 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 181,469 shares
    Change vs previous 13F +11,291 shares

    <0.01% of the 13F portfolio, value $4,125,615.

    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 170,178 shares
    Change vs previous 13F +9,517 shares

    <0.01% of the 13F portfolio, value $3,755,819.

    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 160,661 shares
    Change vs previous 13F +26,618 shares

    <0.01% of the 13F portfolio, value $3,584,986.

    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 134,043 shares
    Change vs previous 13F +40,717 shares

    <0.01% of the 13F portfolio, value $2,981,240.

    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 93,326 shares
    Change vs previous 13F -5,086 shares

    <0.01% of the 13F portfolio, value $2,019,577.

    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 98,412 shares
    Change vs previous 13F -19,635 shares

    <0.01% of the 13F portfolio, value $2,174,909.

    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 118,047 shares
    Change vs previous 13F +14,316 shares

    <0.01% of the 13F portfolio, value $2,679,672.

    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 103,731 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,422,123.

    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).