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Disclosery

LPL Financial LLC: SJM position timeline

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

LPL Financial LLC held 119,239 SJM 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 119,239 shares
    Change vs previous 13F +9,936 shares

    <0.01% of the 13F portfolio, value $13,414,367.

    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 109,303 shares
    Change vs previous 13F +4,456 shares

    <0.01% of the 13F portfolio, value $10,541,180.

    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 104,847 shares
    Change vs previous 13F -10,111 shares

    <0.01% of the 13F portfolio, value $10,255,096.

    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 114,958 shares
    Change vs previous 13F -2,265 shares

    <0.01% of the 13F portfolio, value $12,484,422.

    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 117,223 shares
    Change vs previous 13F +8,574 shares

    <0.01% of the 13F portfolio, value $11,511,295.

    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 108,649 shares
    Change vs previous 13F +14,497 shares

    0.01% of the 13F portfolio, value $12,865,118.

    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 94,152 shares
    Change vs previous 13F +71 shares

    <0.01% of the 13F portfolio, value $10,368,037.

    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 94,081 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,393,215.

    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).