Broadway Wealth Solutions, Inc.: JGRO position timeline

Broadway Wealth Solutions, Inc. held 46,565 JGRO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 46,565 shares

   Change vs previous 13F +1,579 shares

   2.14% of the 13F portfolio, value $4,590,843.

   13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-07-13 (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 44,986 shares

   Change vs previous 13F +1,832 shares

   1.97% of the 13F portfolio, value $3,802,217.

   13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-04-22 (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 43,154 shares

   Change vs previous 13F -727 shares

   2.14% of the 13F portfolio, value $4,004,691.

   13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
   Filed 2026-01-29 (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 43,881 shares

   Change vs previous 13F +2,468 shares

   2.31% of the 13F portfolio, value $4,113,844.

   13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
   Filed 2025-11-10 (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 41,413 shares

   Change vs previous 13F not available

   2.22% of the 13F portfolio, value $3,564,417.

   13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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