Skip to content
Disclosery

LPL Financial LLC: JRI position timeline

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

LPL Financial LLC held 253,225 JRI 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 253,225 shares
    Change vs previous 13F +9,577 shares

    <0.01% of the 13F portfolio, value $3,281,797.

    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 243,648 shares
    Change vs previous 13F +20,289 shares

    <0.01% of the 13F portfolio, value $2,996,876.

    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 223,359 shares
    Change vs previous 13F +5,529 shares

    <0.01% of the 13F portfolio, value $3,039,917.

    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 217,830 shares
    Change vs previous 13F +38,615 shares

    <0.01% of the 13F portfolio, value $3,104,076.

    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 179,215 shares
    Change vs previous 13F +17,599 shares

    <0.01% of the 13F portfolio, value $2,419,401.

    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 161,616 shares
    Change vs previous 13F +2,490 shares

    <0.01% of the 13F portfolio, value $2,091,307.

    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 159,126 shares
    Change vs previous 13F +9,349 shares

    <0.01% of the 13F portfolio, value $1,930,201.

    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 149,777 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,047,450.

    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).