Position in JBGS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$222,320
New position
Shares Held
15,217
first reported quarter
Ownership
0.020%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Commonwealth Financial Services, LLC holds $274,165 across 1 REIT - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHRT |
AH Realty Trust, Inc.
|
38,724 | $274,165 |
All Filings in JBGS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,320 | 15,217 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||