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Disclosery

LPL Financial LLC: RWJ position timeline

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

LPL Financial LLC held 2,919,275 RWJ 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 2,919,275 shares
    Change vs previous 13F -68,079 shares

    0.04% of the 13F portfolio, value $173,696,837.

    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 2,987,354 shares
    Change vs previous 13F +146,704 shares

    0.04% of the 13F portfolio, value $150,801,594.

    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 2,840,650 shares
    Change vs previous 13F -85,587 shares

    0.04% of the 13F portfolio, value $138,396,465.

    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 2,926,237 shares
    Change vs previous 13F +219,994 shares

    0.04% of the 13F portfolio, value $141,337,203.

    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 2,706,243 shares
    Change vs previous 13F -458,630 shares

    0.04% of the 13F portfolio, value $117,153,237.

    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 3,164,873 shares
    Change vs previous 13F +62,401 shares

    0.05% of the 13F portfolio, value $128,810,303.

    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 3,102,472 shares
    Change vs previous 13F +192,734 shares

    0.06% of the 13F portfolio, value $141,969,079.

    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 2,909,738 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $133,004,129.

    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).