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Disclosery

LPL Financial LLC: BSJV position timeline

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

LPL Financial LLC held 288,465 BSJV 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 288,465 shares
    Change vs previous 13F +39,295 shares

    <0.01% of the 13F portfolio, value $7,572,204.

    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 249,170 shares
    Change vs previous 13F +44,839 shares

    <0.01% of the 13F portfolio, value $6,477,177.

    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 204,331 shares
    Change vs previous 13F -28,407 shares

    <0.01% of the 13F portfolio, value $5,455,649.

    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 232,738 shares
    Change vs previous 13F +4,360 shares

    <0.01% of the 13F portfolio, value $6,235,043.

    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 228,378 shares
    Change vs previous 13F +12,060 shares

    <0.01% of the 13F portfolio, value $6,093,118.

    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 216,318 shares
    Change vs previous 13F +27,353 shares

    <0.01% of the 13F portfolio, value $5,630,767.

    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 188,965 shares
    Change vs previous 13F +9,077 shares

    <0.01% of the 13F portfolio, value $4,921,599.

    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 179,888 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,837,182.

    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).