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Disclosery

LPL Financial LLC: NJR position timeline

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

LPL Financial LLC held 91,023 NJR 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 91,023 shares
    Change vs previous 13F -3,117 shares

    <0.01% of the 13F portfolio, value $5,100,954.

    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 94,140 shares
    Change vs previous 13F +7,109 shares

    <0.01% of the 13F portfolio, value $5,170,160.

    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 87,031 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $4,013,861.

    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 87,273 shares
    Change vs previous 13F +1,729 shares

    <0.01% of the 13F portfolio, value $4,202,211.

    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 85,544 shares
    Change vs previous 13F +13,295 shares

    <0.01% of the 13F portfolio, value $3,834,072.

    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 72,249 shares
    Change vs previous 13F +19,338 shares

    <0.01% of the 13F portfolio, value $3,544,537.

    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 52,911 shares
    Change vs previous 13F -16,238 shares

    <0.01% of the 13F portfolio, value $2,468,307.

    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 69,149 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,263,843.

    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).