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LPL Financial LLC: JEMA position timeline

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

LPL Financial LLC held 758,297 JEMA 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 758,297 shares
    Change vs previous 13F +412,892 shares

    0.01% of the 13F portfolio, value $48,440,019.

    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 345,405 shares
    Change vs previous 13F +150,346 shares

    <0.01% of the 13F portfolio, value $17,971,404.

    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 195,059 shares
    Change vs previous 13F +15,056 shares

    <0.01% of the 13F portfolio, value $9,557,869.

    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 180,003 shares
    Change vs previous 13F +7,589 shares

    <0.01% of the 13F portfolio, value $8,559,146.

    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 172,414 shares
    Change vs previous 13F +6,960 shares

    <0.01% of the 13F portfolio, value $7,422,428.

    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 165,454 shares
    Change vs previous 13F +2,228 shares

    <0.01% of the 13F portfolio, value $6,330,284.

    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 163,226 shares
    Change vs previous 13F +25,705 shares

    <0.01% of the 13F portfolio, value $6,106,274.

    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 137,521 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,581,964.

    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).