Skip to content

LPL Financial LLC: DJUL position timeline

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

LPL Financial LLC held 89,771 DJUL 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 89,771 shares
    Change vs previous 13F +16,111 shares

    <0.01% of the 13F portfolio, value $4,501,567.

    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 73,660 shares
    Change vs previous 13F -2,627 shares

    <0.01% of the 13F portfolio, value $3,442,868.

    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 76,287 shares
    Change vs previous 13F +3,802 shares

    <0.01% of the 13F portfolio, value $3,628,973.

    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 72,485 shares
    Change vs previous 13F +23,753 shares

    <0.01% of the 13F portfolio, value $3,384,687.

    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 48,732 shares
    Change vs previous 13F +6,495 shares

    <0.01% of the 13F portfolio, value $2,164,787.

    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 42,237 shares
    Change vs previous 13F +8,298 shares

    <0.01% of the 13F portfolio, value $1,727,523.

    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 33,939 shares
    Change vs previous 13F +3,400 shares

    <0.01% of the 13F portfolio, value $1,424,773.

    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 30,539 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,264,620.

    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).