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Disclosery

LPL Financial LLC: JHMB position timeline

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

LPL Financial LLC held 1,349,904 JHMB 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 1,349,904 shares
    Change vs previous 13F -291,778 shares

    0.01% of the 13F portfolio, value $29,623,637.

    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 1,641,682 shares
    Change vs previous 13F +308,191 shares

    0.01% of the 13F portfolio, value $36,138,665.

    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 1,333,491 shares
    Change vs previous 13F +162,580 shares

    0.01% of the 13F portfolio, value $29,550,147.

    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 1,170,911 shares
    Change vs previous 13F +49,638 shares

    0.01% of the 13F portfolio, value $25,912,258.

    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 1,121,273 shares
    Change vs previous 13F +662,916 shares

    0.01% of the 13F portfolio, value $24,519,542.

    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 458,357 shares
    Change vs previous 13F +297,455 shares

    <0.01% of the 13F portfolio, value $10,033,435.

    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 160,902 shares
    Change vs previous 13F +107,700 shares

    <0.01% of the 13F portfolio, value $3,457,784.

    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 53,202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,189,065.

    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).