Crown Wealth Group, LLC: KJUL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Wealth Group, LLC on KJUL, newest first. How the timeline and the estimate are built.
Crown Wealth Group, LLC held 7,742 KJUL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 7,742 sharesChange vs previous 13F -204 shares
0.07% of the 13F portfolio, value $262,996.
13F-HR 0002085853-26-000791 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,946 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $254,509.
13F-HR 0002085853-26-000447 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,946 sharesChange vs previous 13F +322 shares
0.07% of the 13F portfolio, value $251,894.
13F-HR 0002085853-26-000126 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,624 sharesChange vs previous 13F -49,720 shares
0.07% of the 13F portfolio, value $236,039.
13F-HR 0002085853-25-000126 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 57,344 sharesChange vs previous 13F +45,029 shares
0.63% of the 13F portfolio, value $1,674,158.
13F-HR 0001667731-25-000836 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,315 sharesChange vs previous 13F -8,885 shares
0.18% of the 13F portfolio, value $344,396.
13F-HR 0001667731-25-000523 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,200 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $624,022.
13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,200 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $617,554.
13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).