Position in JLL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,016,016
-$143,138 QoQ
Shares Held
3,278
-13.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#323
of 657 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $2,308,770 across 2 Real Estate Services names. JLL ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
9,598 | $1,292,754 | |
| 2 | JLL |
Jones Lang Lasalle Inc
This page
|
3,278 | $1,016,016 |
All Filings in JLL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,016 | 3,278 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,159,154 | 3,809 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,247,294 | 3,707 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,049,945 | 3,520 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $884,743 | 3,459 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $739,267 | 2,982 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $768,279 | 3,035 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $744,675 | 2,760 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $411,381 | 2,004 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $315,850 | 1,619 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||