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Disclosery

LPL Financial LLC: JHML position timeline

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

LPL Financial LLC held 994,624 JHML 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 994,624 shares
    Change vs previous 13F +3,795 shares

    0.02% of the 13F portfolio, value $88,700,565.

    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 990,829 shares
    Change vs previous 13F -63,011 shares

    0.02% of the 13F portfolio, value $77,552,219.

    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 1,053,840 shares
    Change vs previous 13F -5,213 shares

    0.02% of the 13F portfolio, value $84,149,100.

    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 1,059,053 shares
    Change vs previous 13F +9,623 shares

    0.02% of the 13F portfolio, value $82,998,018.

    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 1,049,430 shares
    Change vs previous 13F -46,144 shares

    0.03% of the 13F portfolio, value $76,978,817.

    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 1,095,574 shares
    Change vs previous 13F -12,428 shares

    0.03% of the 13F portfolio, value $73,863,577.

    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 1,108,002 shares
    Change vs previous 13F +115,221 shares

    0.03% of the 13F portfolio, value $77,172,304.

    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 992,781 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $68,938,719.

    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).