GENESIS PRIVATE WEALTH, LLC: JIRE position timeline

GENESIS PRIVATE WEALTH, LLC held 2,813 JIRE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,813 shares

   Change vs previous 13F +2,813 shares

   0.07% of the 13F portfolio, value $232,018.

   13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -3,673 shares

   13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 3,673 shares

   Change vs previous 13F +76 shares

   0.09% of the 13F portfolio, value $275,011.

   13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,597 shares

   Change vs previous 13F +236 shares

   0.11% of the 13F portfolio, value $264,500.

   13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,361 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $237,836.

   13F-HR 0001725547-25-003451 filed by GENESIS PRIVATE WEALTH, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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