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Disclosery

Elk River Wealth Management LLC: JIRE position timeline

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

Elk River Wealth Management LLC held 322,334 JIRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 322,334 shares
    Change vs previous 13F -49,393 shares

    4.24% of the 13F portfolio, value $26,589,332.

    13F-HR 0001951757-26-001253 filed by Elk River 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 371,727 shares
    Change vs previous 13F +3,405 shares

    4.68% of the 13F portfolio, value $28,154,632.

    13F-HR 0001951757-26-000635 filed by Elk River 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 368,322 shares
    Change vs previous 13F -3,601 shares

    4.42% of the 13F portfolio, value $27,493,914.

    13F-HR 0001951757-26-000383 filed by Elk River 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 371,923 shares
    Change vs previous 13F +3,805 shares

    4.38% of the 13F portfolio, value $27,351,217.

    13F-HR 0001951757-25-001188 filed by Elk River 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 368,118 shares
    Change vs previous 13F +2,946 shares

    4.48% of the 13F portfolio, value $26,051,711.

    13F-HR 0001951757-25-000614 filed by Elk River 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 365,172 shares
    Change vs previous 13F +21,924 shares

    4.36% of the 13F portfolio, value $23,268,760.

    13F-HR 0001951757-25-000297 filed by Elk River 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 343,248 shares
    Change vs previous 13F +19,264 shares

    3.64% of the 13F portfolio, value $20,084,223.

    13F-HR 0001951757-25-000164 filed by Elk River Wealth Management 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 323,984 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $21,392,664.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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