Base Wealth Management LLC: JIRE position timeline

Base Wealth Management LLC held 101,496 JIRE 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 101,496 shares

   Change vs previous 13F +4,724 shares

   3.89% of the 13F portfolio, value $8,372,407.

   13F-HR 0002083977-26-000005 filed by Base Wealth Management LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 96,772 shares

   Change vs previous 13F +3,654 shares

   4.1% of the 13F portfolio, value $7,329,474.

   13F-HR 0002083977-26-000004 filed by Base Wealth Management LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 93,118 shares

   Change vs previous 13F +9,095 shares

   3.75% of the 13F portfolio, value $6,972,665.

   13F-HR 0002083977-26-000002 filed by Base Wealth Management LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 84,023 shares

   Change vs previous 13F +9,149 shares

   3.52% of the 13F portfolio, value $6,179,051.

   13F-HR 0002083977-25-000003 filed by Base Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 74,874 shares

   Change vs previous 13F not available

   3.4% of the 13F portfolio, value $5,298,833.

   13F-HR 0002083977-25-000002 filed by Base Wealth Management LLC
   Filed 2025-09-19 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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