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Disclosery

LPL Financial LLC: JIRE position timeline

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

LPL Financial LLC held 6,667,205 JIRE 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 6,667,205 shares
    Change vs previous 13F +228,460 shares

    0.12% of the 13F portfolio, value $549,977,683.

    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 6,438,745 shares
    Change vs previous 13F +502,047 shares

    0.13% of the 13F portfolio, value $487,670,522.

    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 5,936,698 shares
    Change vs previous 13F +177,001 shares

    0.12% of the 13F portfolio, value $444,539,895.

    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 5,759,697 shares
    Change vs previous 13F +1,708,585 shares

    0.12% of the 13F portfolio, value $423,568,110.

    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 4,051,112 shares
    Change vs previous 13F +1,036,377 shares

    0.1% of the 13F portfolio, value $286,697,204.

    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 3,014,735 shares
    Change vs previous 13F -48,719 shares

    0.07% of the 13F portfolio, value $192,098,906.

    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 3,063,454 shares
    Change vs previous 13F +286,648 shares

    0.07% of the 13F portfolio, value $179,242,663.

    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 2,776,806 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $183,352,508.

    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).