Jambusaria Aneri
Reporting Owner SEC Filing List

CIK: 0001966430
Form Filer Subject Company Filing Agent Date Actions
4Statement of changes in beneficial owner...Jambusaria Aneri Workiva Inc. Wdesk /fa 06/22/2026
4Statement of changes in beneficial owner...Lpl Financial Holdings Inc. Workiva Inc. Wdesk /fa 06/22/2026
4Statement of changes in beneficial owner...Jambusaria Aneri Workiva Inc. Wdesk /fa 03/04/2026
4Statement of changes in beneficial owner...Lpl Financial Holdings Inc. Workiva Inc. Wdesk /fa 03/04/2026
4Statement of changes in beneficial owner...Jambusaria Aneri Workiva Inc. Wdesk /fa 02/27/2026
4Statement of changes in beneficial owner...Lpl Financial Holdings Inc. Workiva Inc. Wdesk /fa 02/27/2026
4Statement of changes in beneficial owner...Jambusaria Aneri Workiva Inc. Wdesk /fa 12/03/2025
4Statement of changes in beneficial owner...Lpl Financial Holdings Inc. Workiva Inc. Wdesk /fa 12/03/2025
144Filing for proposed sale of securities u...Jambusaria Aneri Fidelity Brokerage Services Llc/fa 12/01/2025
4Statement of changes in beneficial owner...Jambusaria Aneri 09/03/2025
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Jambusaria Aneri 's Ownership Transactions

Issuer Filing
Date
Transaction
Date
Transaction
Type
Shares Price Total Amt Shares Owned