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Disclosery

Crown Wealth Group, LLC: BJAN position timeline

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

Crown Wealth Group, LLC held 83,622 BJAN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,622 shares
    Change vs previous 13F -5,852 shares

    1.25% of the 13F portfolio, value $4,922,827.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 89,474 shares
    Change vs previous 13F -843 shares

    1.4% of the 13F portfolio, value $4,771,648.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 90,317 shares
    Change vs previous 13F -1,507 shares

    1.39% of the 13F portfolio, value $4,972,267.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 91,824 shares
    Change vs previous 13F +2,679 shares

    1.46% of the 13F portfolio, value $4,868,104.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 89,145 shares
    Change vs previous 13F -437 shares

    1.68% of the 13F portfolio, value $4,477,272.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 89,582 shares
    Change vs previous 13F -245,290 shares

    2.17% of the 13F portfolio, value $4,177,397.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 334,872 shares
    Change vs previous 13F -4,004 shares

    6.53% of the 13F portfolio, value $16,057,112.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
    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 338,876 shares
    Change vs previous 13F not available

    6.86% of the 13F portfolio, value $15,778,067.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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