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Disclosery

Crown Wealth Group, LLC: NJAN position timeline

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

Crown Wealth Group, LLC held 38,337 NJAN 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 38,337 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,262,650.

    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 38,337 shares
    Change vs previous 13F -387 shares

    0.6% of the 13F portfolio, value $2,046,046.

    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 38,724 shares
    Change vs previous 13F +2,491 shares

    0.59% of the 13F portfolio, value $2,126,722.

    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 36,233 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,927,270.

    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 36,233 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,838,825.

    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 36,233 shares
    Change vs previous 13F -376 shares

    0.87% of the 13F portfolio, value $1,680,197.

    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 36,609 shares
    Change vs previous 13F -263 shares

    0.72% of the 13F portfolio, value $1,760,527.

    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 36,872 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,712,937.

    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).