Skip to content
Disclosery

LPL Financial LLC: JPIB position timeline

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

LPL Financial LLC held 1,698,263 JPIB 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 1,698,263 shares
    Change vs previous 13F +141,165 shares

    0.02% of the 13F portfolio, value $82,111,023.

    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 1,557,098 shares
    Change vs previous 13F +131,508 shares

    0.02% of the 13F portfolio, value $74,460,397.

    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 1,425,590 shares
    Change vs previous 13F +607,775 shares

    0.02% of the 13F portfolio, value $69,426,236.

    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 817,815 shares
    Change vs previous 13F +391,696 shares

    0.01% of the 13F portfolio, value $40,097,477.

    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 426,119 shares
    Change vs previous 13F +134,990 shares

    0.01% of the 13F portfolio, value $20,717,883.

    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 291,129 shares
    Change vs previous 13F +118,537 shares

    0.01% of the 13F portfolio, value $13,942,178.

    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 172,592 shares
    Change vs previous 13F +21,207 shares

    <0.01% of the 13F portfolio, value $8,156,679.

    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 151,385 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,365,611.

    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).