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LPL Financial LLC: JVAL position timeline

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

LPL Financial LLC held 1,134,481 JVAL 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 1,134,481 shares
    Change vs previous 13F +490,425 shares

    0.01% of the 13F portfolio, value $66,525,935.

    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 644,056 shares
    Change vs previous 13F -9,114 shares

    0.01% of the 13F portfolio, value $31,468,566.

    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 653,170 shares
    Change vs previous 13F -229,407 shares

    0.01% of the 13F portfolio, value $32,057,599.

    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 882,577 shares
    Change vs previous 13F -111,660 shares

    0.01% of the 13F portfolio, value $41,922,404.

    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 994,237 shares
    Change vs previous 13F +13,924 shares

    0.01% of the 13F portfolio, value $43,975,106.

    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 980,313 shares
    Change vs previous 13F +147,494 shares

    0.02% of the 13F portfolio, value $40,604,581.

    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 832,819 shares
    Change vs previous 13F +26,431 shares

    0.01% of the 13F portfolio, value $35,977,795.

    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 806,388 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,134,319.

    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).