Position in JLL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$7,128
+$1,346 QoQ
Shares Held
23
+21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#591
of 657 holders
Holding Since
Sep 2025
4 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, 2026Dogwood Wealth Management LLC holds $22,741 across 3 Real Estate Services names. JLL ranks #2 (31.3% of the industry book) .
All Filings in JLL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,128 | 23 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $5,782 | 19 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,383 | 16 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,772 | 16 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||