Skip to content
Disclosery

Aureum Wealth Management, LLC: JSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aureum Wealth Management, LLC on JSI, newest first. How the timeline and the estimate are built.

Aureum Wealth Management, LLC held 0 JSI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -74,212 shares

    13F-HR 0002093444-26-000003 filed by Aureum Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 74,212 shares
    Change vs previous 13F +15,296 shares

    2.66% of the 13F portfolio, value $3,825,629.

    13F-HR 0002093444-26-000002 filed by Aureum Wealth Management, LLC
    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 58,916 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $3,067,167.

    13F-HR 0002093444-26-000001 filed by Aureum Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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