LPL Financial LLC: JMTG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on JMTG, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 4,681,551 JMTG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 4,681,551 sharesChange vs previous 13F -95,339 shares
0.05% of the 13F portfolio, value $237,261,027.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,776,890 sharesChange vs previous 13F -238,024 shares
0.06% of the 13F portfolio, value $243,621,383.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,014,914 sharesChange vs previous 13F +370,761 shares
0.07% of the 13F portfolio, value $256,061,487.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,644,153 sharesChange vs previous 13F -45,594 shares
0.07% of the 13F portfolio, value $236,851,796.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,689,747 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $235,378,402.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).