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Disclosery

LPL Financial LLC: FJUL position timeline

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

LPL Financial LLC held 114,070 FJUL 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 114,070 shares
    Change vs previous 13F -12,033 shares

    <0.01% of the 13F portfolio, value $6,791,728.

    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 126,103 shares
    Change vs previous 13F -8,821 shares

    <0.01% of the 13F portfolio, value $6,900,356.

    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 134,924 shares
    Change vs previous 13F -6,527 shares

    <0.01% of the 13F portfolio, value $7,544,383.

    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 141,451 shares
    Change vs previous 13F -10,175 shares

    <0.01% of the 13F portfolio, value $7,741,613.

    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 151,626 shares
    Change vs previous 13F +52,372 shares

    <0.01% of the 13F portfolio, value $7,845,053.

    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 99,254 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $4,727,855.

    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 99,002 shares
    Change vs previous 13F +10,307 shares

    <0.01% of the 13F portfolio, value $4,847,880.

    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 88,695 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,267,116.

    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).