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Disclosery

LPL Financial LLC: JHI position timeline

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

LPL Financial LLC held 95,077 JHI 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 95,077 shares
    Change vs previous 13F -4,787 shares

    <0.01% of the 13F portfolio, value $1,266,424.

    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 99,864 shares
    Change vs previous 13F -18,830 shares

    <0.01% of the 13F portfolio, value $1,289,241.

    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 118,694 shares
    Change vs previous 13F -4,252 shares

    <0.01% of the 13F portfolio, value $1,622,553.

    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 122,946 shares
    Change vs previous 13F +65,543 shares

    <0.01% of the 13F portfolio, value $1,720,089.

    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 57,403 shares
    Change vs previous 13F +8,811 shares

    <0.01% of the 13F portfolio, value $794,746.

    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 48,592 shares
    Change vs previous 13F +3,231 shares

    <0.01% of the 13F portfolio, value $659,395.

    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 45,361 shares
    Change vs previous 13F +4,213 shares

    <0.01% of the 13F portfolio, value $620,538.

    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 41,148 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $578,548.

    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).