LPL Financial LLC
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,018,786 | 223,359 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $3,082,490 | 217,830 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,402,592 | 179,215 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,076,765 | 161,616 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $1,916,784 | 159,126 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $2,033,222 | 149,777 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $1,239,599 | 102,570 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $1,276,114 | 108,351 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $1,239,535 | 106,503 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,021,452 | 96,855 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,135,080 | 100,090 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $1,172,963 | 100,611 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,035,330 | 89,109 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $944,949 | 85,342 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,074,864 | 82,815 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,204,511 | 79,381 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,258,765 | 78,634 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,887,699 | 124,650 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,748,614 | 109,574 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,349,652 | 92,330 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $1,126,667 | 84,291 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $874,418 | 73,013 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $715,100 | 61,653 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $399,377 | 40,747 | Shares | Sole | 2020-05-14 |