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LPL Financial LLC: JQUA position timeline

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

LPL Financial LLC held 3,519,434 JQUA 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 3,519,434 shares
    Change vs previous 13F -513,525 shares

    0.06% of the 13F portfolio, value $254,384,701.

    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 4,032,959 shares
    Change vs previous 13F -648,460 shares

    0.07% of the 13F portfolio, value $247,301,018.

    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 4,681,419 shares
    Change vs previous 13F -517,012 shares

    0.08% of the 13F portfolio, value $295,772,063.

    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 5,198,431 shares
    Change vs previous 13F +608,974 shares

    0.1% of the 13F portfolio, value $327,033,258.

    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 4,589,457 shares
    Change vs previous 13F +201,298 shares

    0.09% of the 13F portfolio, value $275,596,854.

    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 4,388,159 shares
    Change vs previous 13F +661,733 shares

    0.1% of the 13F portfolio, value $247,799,296.

    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 3,726,426 shares
    Change vs previous 13F +187,110 shares

    0.09% of the 13F portfolio, value $213,412,380.

    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 3,539,316 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $200,219,067.

    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).