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Disclosery

LPL Financial LLC: SGDJ position timeline

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

LPL Financial LLC held 15,875 SGDJ 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 15,875 shares
    Change vs previous 13F -2,350 shares

    <0.01% of the 13F portfolio, value $1,197,317.

    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 18,225 shares
    Change vs previous 13F +3,367 shares

    <0.01% of the 13F portfolio, value $1,568,821.

    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 14,858 shares
    Change vs previous 13F -412 shares

    <0.01% of the 13F portfolio, value $1,250,011.

    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 15,270 shares
    Change vs previous 13F +5,119 shares

    <0.01% of the 13F portfolio, value $1,096,216.

    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 10,151 shares
    Change vs previous 13F -471 shares

    <0.01% of the 13F portfolio, value $504,706.

    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 10,622 shares
    Change vs previous 13F -213 shares

    <0.01% of the 13F portfolio, value $451,537.

    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 10,835 shares
    Change vs previous 13F -5,083 shares

    <0.01% of the 13F portfolio, value $360,391.

    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 15,918 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $588,506.

    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).