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Disclosery

LPL Financial LLC: JULW position timeline

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

LPL Financial LLC held 287,703 JULW 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 287,703 shares
    Change vs previous 13F +34,431 shares

    <0.01% of the 13F portfolio, value $11,744,036.

    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 253,272 shares
    Change vs previous 13F -1,360 shares

    <0.01% of the 13F portfolio, value $9,829,916.

    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 254,632 shares
    Change vs previous 13F +60,693 shares

    <0.01% of the 13F portfolio, value $9,961,204.

    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 193,939 shares
    Change vs previous 13F +103,420 shares

    <0.01% of the 13F portfolio, value $7,448,227.

    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 90,519 shares
    Change vs previous 13F +25,919 shares

    <0.01% of the 13F portfolio, value $3,364,591.

    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 64,600 shares
    Change vs previous 13F -1,480 shares

    <0.01% of the 13F portfolio, value $2,226,504.

    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 66,080 shares
    Change vs previous 13F +14,070 shares

    <0.01% of the 13F portfolio, value $2,317,069.

    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 52,010 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,796,342.

    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).