Position in JBGS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,063
+$17 QoQ
Shares Held
277
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#174
of 206 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JBGS Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Lodestone Wealth Management LLC holds $21,264 across 3 REIT - Diversified names. JBGS ranks #2 (19.1% of the industry book) .
All Filings in JBGS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,063 | 277 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,046 | 277 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,711 | 277 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||