Position in JLL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,188,658
+$1,183,181 QoQ
Shares Held
3,835
+21205.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#306
of 657 holders
Holding Since
Mar 2025
6 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, 2026Medallion Wealth Advisors, LLC holds $1,192,061 across 3 Real Estate Services names. JLL ranks #1 (99.7% 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 | $1,188,658 | 3,835 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,477 | 18 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,056 | 18 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $5,369 | 18 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $4,604 | 18 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $4,462 | 18 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||