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Disclosery

LPL Financial LLC: JOE position timeline

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

LPL Financial LLC held 16,059 JOE 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 16,059 shares
    Change vs previous 13F +2,475 shares

    <0.01% of the 13F portfolio, value $1,005,777.

    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 13,584 shares
    Change vs previous 13F -3,770 shares

    <0.01% of the 13F portfolio, value $853,068.

    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 17,354 shares
    Change vs previous 13F +443 shares

    <0.01% of the 13F portfolio, value $1,030,335.

    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 16,911 shares
    Change vs previous 13F +7,942 shares

    <0.01% of the 13F portfolio, value $836,736.

    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 8,969 shares
    Change vs previous 13F +148 shares

    <0.01% of the 13F portfolio, value $427,799.

    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 8,821 shares
    Change vs previous 13F +730 shares

    <0.01% of the 13F portfolio, value $414,146.

    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 8,091 shares
    Change vs previous 13F -521 shares

    <0.01% of the 13F portfolio, value $363,516.

    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 8,612 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $502,151.

    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).