Private Wealth Management Group, LLC
Position in JLL — Jones Lang Lasalle Inc
CIK 2011342
PRINCETON, NJ
Position in JLL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,298
+$169 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#584
of 657 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $61,442 across 6 Real Estate Services names. JLL ranks #3 (15.1% of the industry book) .
All Filings in JLL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,298 | 30 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,129 | 30 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,094 | 30 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,948 | 30 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,673 | 30 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,437 | 30 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,594 | 30 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $10,252 | 38 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,800 | 38 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,731 | 14 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,644 | 14 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||