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Disclosery

Advisory Resource Group: JSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on JSI, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 491,125 JSI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 491,125 shares
    Change vs previous 13F +25,814 shares

    3.78% of the 13F portfolio, value $25,150,511.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 465,311 shares
    Change vs previous 13F -21,988 shares

    4.13% of the 13F portfolio, value $23,986,782.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 487,299 shares
    Change vs previous 13F +104,676 shares

    4.46% of the 13F portfolio, value $25,368,786.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 382,623 shares
    Change vs previous 13F +118,735 shares

    3.59% of the 13F portfolio, value $19,999,704.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 263,888 shares
    Change vs previous 13F +10,065 shares

    2.67% of the 13F portfolio, value $13,885,787.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 253,823 shares
    Change vs previous 13F +18,924 shares

    2.71% of the 13F portfolio, value $13,287,634.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 234,899 shares
    Change vs previous 13F +11,397 shares

    2.58% of the 13F portfolio, value $12,170,117.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 223,502 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $11,840,130.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).