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LPL Financial LLC: JOET position timeline

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

LPL Financial LLC held 391,401 JOET 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 391,401 shares
    Change vs previous 13F -33,870 shares

    <0.01% of the 13F portfolio, value $18,116,011.

    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 425,271 shares
    Change vs previous 13F +51,063 shares

    <0.01% of the 13F portfolio, value $17,023,588.

    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 374,208 shares
    Change vs previous 13F +176,037 shares

    <0.01% of the 13F portfolio, value $15,716,744.

    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 198,171 shares
    Change vs previous 13F +55,730 shares

    <0.01% of the 13F portfolio, value $8,523,341.

    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 142,441 shares
    Change vs previous 13F +7,005 shares

    <0.01% of the 13F portfolio, value $5,825,846.

    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 135,436 shares
    Change vs previous 13F -2,287 shares

    <0.01% of the 13F portfolio, value $4,952,877.

    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 137,723 shares
    Change vs previous 13F +22,067 shares

    <0.01% of the 13F portfolio, value $5,203,177.

    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 115,656 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,253,845.

    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).