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BROWN WEALTH MANAGEMENT, LLC: ZJUL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWN WEALTH MANAGEMENT, LLC on ZJUL, newest first. How the timeline and the estimate are built.

BROWN WEALTH MANAGEMENT, LLC held 20,012 ZJUL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,012 shares
    Change vs previous 13F -1,153 shares

    0.13% of the 13F portfolio, value $599,760.

    13F-HR 0001104659-26-084985 filed by BROWN WEALTH MANAGEMENT, LLC
    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 21,165 shares
    Change vs previous 13F -1,181 shares

    0.16% of the 13F portfolio, value $615,262.

    13F-HR 0001104659-26-041337 filed by BROWN 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 22,346 shares
    Change vs previous 13F -3,222 shares

    0.17% of the 13F portfolio, value $649,482.

    13F-HR 0001104659-26-011332 filed by BROWN WEALTH MANAGEMENT, LLC
    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 25,568 shares
    Change vs previous 13F -12,516 shares

    0.21% of the 13F portfolio, value $734,569.

    13F-HR 0001104659-25-106232 filed by BROWN WEALTH MANAGEMENT, LLC
    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 38,084 shares
    Change vs previous 13F -4 shares

    0.33% of the 13F portfolio, value $1,073,207.

    13F-HR 0001104659-25-076161 filed by BROWN WEALTH MANAGEMENT, LLC
    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 38,088 shares
    Change vs previous 13F -183 shares

    0.35% of the 13F portfolio, value $1,019,620.

    13F-HR 0001104659-25-045390 filed by BROWN WEALTH MANAGEMENT, LLC
    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 38,271 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,035,070.

    13F-HR 0001104659-25-013070 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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