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Disclosery

Integrated Wealth Management: JANW position timeline

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

Integrated Wealth Management held 58,136 JANW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,136 shares
    Change vs previous 13F +5,282 shares

    2.37% of the 13F portfolio, value $2,248,404.

    13F-HR 0002085853-26-000969 filed by Integrated Wealth Management
    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 52,854 shares
    Change vs previous 13F +8,005 shares

    2.21% of the 13F portfolio, value $1,928,114.

    13F-HR 0002085853-26-000463 filed by Integrated Wealth Management
    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 44,849 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $1,659,861.

    13F-HR 0002085853-26-000292 filed by Integrated Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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