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LPL Financial LLC: GJUL position timeline

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

LPL Financial LLC held 255,516 GJUL 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 255,516 shares
    Change vs previous 13F -4,334 shares

    <0.01% of the 13F portfolio, value $11,112,391.

    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 259,850 shares
    Change vs previous 13F -6,627 shares

    <0.01% of the 13F portfolio, value $10,595,746.

    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 266,477 shares
    Change vs previous 13F +10,243 shares

    <0.01% of the 13F portfolio, value $11,013,679.

    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 256,234 shares
    Change vs previous 13F -3,051 shares

    <0.01% of the 13F portfolio, value $10,392,851.

    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 259,285 shares
    Change vs previous 13F +97,874 shares

    <0.01% of the 13F portfolio, value $10,031,737.

    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 161,411 shares
    Change vs previous 13F +12,513 shares

    <0.01% of the 13F portfolio, value $5,802,520.

    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 148,898 shares
    Change vs previous 13F +116,078 shares

    <0.01% of the 13F portfolio, value $5,459,374.

    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 32,820 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,182,505.

    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).