Position in JLL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$304,370
-$116,200 QoQ
Shares Held
982
-28.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#446
of 657 holders
Holding Since
Mar 2025
6 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, 2026HB Wealth Management, LLC holds $10,396,235 across 5 Real Estate Services names. JLL ranks #5 (2.9% of the industry book) .
All Filings in JLL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,370 | 982 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $420,570 | 1,382 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $530,276 | 1,576 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $251,748 | 844 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $202,321 | 791 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $208,492 | 841 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||