Position in JBGS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,456
-$9,152 QoQ
Shares Held
305
-61.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Common Shares in JBGS Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $523,807 across 4 REIT - Diversified names.
All Filings in JBGS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,456 | 305 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,608 | 800 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $75,650 | 3,400 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $62,037 | 3,586 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $62,410 | 3,874 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $60,650 | 3,946 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $82,610 | 4,726 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $71,976 | 4,726 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $51,055 | 3,181 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $62,375 | 3,667 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $57,001 | 3,942 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $59,287 | 3,942 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $56,565 | 3,756 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $25,509 | 1,344 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $21,812 | 1,174 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $215,478 | 9,115 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $193,419 | 6,737 | Shares | Sole | 2022-01-14 | |
| 2021-03-31 | $190,803 | 6,002 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||