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Disclosery

LPL Financial LLC: NJUL position timeline

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

LPL Financial LLC held 72,248 NJUL 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 72,248 shares
    Change vs previous 13F +19,427 shares

    <0.01% of the 13F portfolio, value $5,594,163.

    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 52,821 shares
    Change vs previous 13F -1,656 shares

    <0.01% of the 13F portfolio, value $3,772,196.

    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 54,477 shares
    Change vs previous 13F -670 shares

    <0.01% of the 13F portfolio, value $3,956,120.

    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 55,147 shares
    Change vs previous 13F +16,555 shares

    <0.01% of the 13F portfolio, value $3,921,310.

    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 38,592 shares
    Change vs previous 13F +4,339 shares

    <0.01% of the 13F portfolio, value $2,626,572.

    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 34,253 shares
    Change vs previous 13F -2,397 shares

    <0.01% of the 13F portfolio, value $2,056,095.

    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 36,650 shares
    Change vs previous 13F -845 shares

    <0.01% of the 13F portfolio, value $2,300,888.

    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 37,495 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,280,447.

    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).