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SJW shares owned by LPL Financial

Quarter-by-quarter ownership of SJW (HTO) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in SJW

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All positions including SJW held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by LPL Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $995k 16k 60.77
2026-03-31 $603k 10k 58.67
2025-12-31 $316k 6.4k 48.99
2023-09-30 $237k 3.9k 60.10
2023-06-30 $279k 4.0k 70.11
2023-03-31 $279k 3.7k 76.12
2022-12-31 $347k 4.3k 81.19
2022-09-30 $243k 4.2k 57.61
2022-06-30 $304k 4.9k 62.38
2022-03-31 $374k 5.4k 69.58
2021-12-31 $338k 4.6k 73.30
2021-09-30 $302k 4.6k 66.03
2019-12-31 $212k 3.0k 70.93
2018-12-31 $241k 4.3k 55.52