Skip to content
Disclosery

LPL Financial LLC: JHEM position timeline

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

LPL Financial LLC held 579,302 JHEM 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 579,302 shares
    Change vs previous 13F +198,889 shares

    0.01% of the 13F portfolio, value $23,313,069.

    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 380,413 shares
    Change vs previous 13F -147,389 shares

    <0.01% of the 13F portfolio, value $13,032,183.

    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 527,802 shares
    Change vs previous 13F +504,400 shares

    <0.01% of the 13F portfolio, value $17,364,691.

    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 23,402 shares
    Change vs previous 13F -321 shares

    <0.01% of the 13F portfolio, value $740,789.

    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 23,723 shares
    Change vs previous 13F +2,744 shares

    <0.01% of the 13F portfolio, value $692,473.

    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 20,979 shares
    Change vs previous 13F +1,872 shares

    <0.01% of the 13F portfolio, value $559,309.

    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 19,107 shares
    Change vs previous 13F -97,027 shares

    <0.01% of the 13F portfolio, value $493,905.

    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 116,134 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,321,444.

    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).