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Disclosery

LPL Financial LLC: IJUL position timeline

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

LPL Financial LLC held 78,534 IJUL 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 78,534 shares
    Change vs previous 13F +29,585 shares

    <0.01% of the 13F portfolio, value $2,824,859.

    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 48,949 shares
    Change vs previous 13F -879 shares

    <0.01% of the 13F portfolio, value $1,652,025.

    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 49,828 shares
    Change vs previous 13F +10,736 shares

    <0.01% of the 13F portfolio, value $1,669,623.

    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 39,092 shares
    Change vs previous 13F +2,980 shares

    <0.01% of the 13F portfolio, value $1,277,745.

    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 36,112 shares
    Change vs previous 13F +15,222 shares

    <0.01% of the 13F portfolio, value $1,153,417.

    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 20,890 shares
    Change vs previous 13F -623 shares

    <0.01% of the 13F portfolio, value $608,317.

    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 21,513 shares
    Change vs previous 13F -2,788 shares

    <0.01% of the 13F portfolio, value $595,824.

    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 24,301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $714,602.

    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).