Position in JLL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,649
-$1,741 QoQ
Shares Held
15
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#604
of 657 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $42,640 across 7 Real Estate Services names. JLL ranks #2 (10.9% of the industry book) .
All Filings in JLL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,649 | 15 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,390 | 21 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,710 | 14 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,491 | 5 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $991 | 4 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||