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Disclosery

LPL Financial LLC: JULT position timeline

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

LPL Financial LLC held 68,011 JULT 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 68,011 shares
    Change vs previous 13F +10,645 shares

    <0.01% of the 13F portfolio, value $3,249,225.

    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 57,366 shares
    Change vs previous 13F -543 shares

    <0.01% of the 13F portfolio, value $2,521,763.

    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 57,909 shares
    Change vs previous 13F +2,268 shares

    <0.01% of the 13F portfolio, value $2,598,770.

    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 55,641 shares
    Change vs previous 13F +32,618 shares

    <0.01% of the 13F portfolio, value $2,441,182.

    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 23,023 shares
    Change vs previous 13F +13,825 shares

    <0.01% of the 13F portfolio, value $961,210.

    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 9,198 shares
    Change vs previous 13F -529 shares

    <0.01% of the 13F portfolio, value $351,843.

    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 9,727 shares
    Change vs previous 13F -1,715 shares

    <0.01% of the 13F portfolio, value $383,802.

    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 11,442 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $442,691.

    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).