LPL Financial LLC
Holdings in JFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $22,733,473 | 2,903,381 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $25,760,783 | 3,149,240 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $23,650,332 | 2,792,247 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $23,204,352 | 2,739,593 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $24,402,577 | 2,735,715 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $24,477,149 | 2,775,187 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $24,129,019 | 2,789,482 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $23,659,539 | 2,710,142 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $20,095,524 | 2,444,711 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $22,512,427 | 2,742,074 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $18,587,727 | 2,355,859 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $18,385,753 | 2,242,165 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $16,430,174 | 2,074,517 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $17,794,483 | 2,194,141 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $19,417,338 | 2,328,218 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $22,479,577 | 2,245,712 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $19,044,525 | 1,872,618 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $17,475,850 | 1,735,437 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $15,457,022 | 1,542,617 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $14,125,257 | 1,462,242 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $12,609,407 | 1,442,724 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $12,437,020 | 1,496,633 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $12,113,678 | 1,533,377 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $14,006,035 | 1,855,104 | Shares | Sole | 2020-05-14 |