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LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

SJT holding history

San Juan Basin Royalty Trust in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SJT overviewAll 13F holders of SJTFull Q2 2026 holdings

Shares (Q2 2026)
148,082
Value
$475.3K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2022
Holdings of SJT by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026148,082$475.3K<0.1%−232,127−61.1%ReducedHolders
Q1 2026380,209$1.83M<0.1%−26,907−6.6%ReducedHolders
Q4 2025407,116$2.29M<0.1%−10,379−2.5%ReducedHolders
Q3 2025417,495$2.52M<0.1%+15,979+4.0%AddedHolders
Q2 2025401,516$2.40M<0.1%+389,618+3,274.7%AddedHolders
Q1 202511,898$65.8K<0.1%−1,333−10.1%ReducedHolders
Q4 202413,231$50.7K<0.1%−529−3.8%ReducedHolders
Q3 202413,760$50.9K<0.1%+2,535+22.6%AddedHolders
Q2 202411,225$45.6K<0.1%+11,225NewHolders
Q4 20230$00.0%−10,119−100.0%Sold outHolders
Q3 202310,119$70.1K<0.1%+10,119NewHolders
Q2 20230$00.0%−62,605−100.0%Sold outHolders
Q1 202362,605$658.6K<0.1%+62,605NewHolders
Q3 20220$00.0%−24,983−100.0%Sold outHolders
Q2 202224,983$217.0K<0.1%+13,474+117.1%AddedHolders
Q1 202211,509$101.0K<0.1%+11,509NewHolders