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LPL Financial LLC: JRS position timeline

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

LPL Financial LLC held 227,928 JRS 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 227,928 shares
    Change vs previous 13F +10,590 shares

    <0.01% of the 13F portfolio, value $1,921,437.

    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 217,338 shares
    Change vs previous 13F -1,327 shares

    <0.01% of the 13F portfolio, value $1,621,338.

    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 218,665 shares
    Change vs previous 13F +10,056 shares

    <0.01% of the 13F portfolio, value $1,674,974.

    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 208,609 shares
    Change vs previous 13F +15,049 shares

    <0.01% of the 13F portfolio, value $1,706,424.

    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 193,560 shares
    Change vs previous 13F -5,760 shares

    <0.01% of the 13F portfolio, value $1,505,899.

    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 199,320 shares
    Change vs previous 13F +20,226 shares

    <0.01% of the 13F portfolio, value $1,642,400.

    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 179,094 shares
    Change vs previous 13F -4,027 shares

    <0.01% of the 13F portfolio, value $1,545,582.

    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 183,121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,703,027.

    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).