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Disclosery

LPL Financial LLC: JHCB position timeline

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

LPL Financial LLC held 313,406 JHCB 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 313,406 shares
    Change vs previous 13F +90,184 shares

    <0.01% of the 13F portfolio, value $6,647,336.

    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 223,222 shares
    Change vs previous 13F +34,870 shares

    <0.01% of the 13F portfolio, value $4,725,614.

    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 188,352 shares
    Change vs previous 13F +66,304 shares

    <0.01% of the 13F portfolio, value $4,051,452.

    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 122,048 shares
    Change vs previous 13F +9,799 shares

    <0.01% of the 13F portfolio, value $2,650,883.

    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 112,249 shares
    Change vs previous 13F +30,124 shares

    <0.01% of the 13F portfolio, value $2,405,631.

    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 82,125 shares
    Change vs previous 13F +16,927 shares

    <0.01% of the 13F portfolio, value $1,743,547.

    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 65,198 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,363,942.

    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).