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Disclosery

James Reed Financial Services, Inc.: SIZE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James Reed Financial Services, Inc. on SIZE, newest first. How the timeline and the estimate are built.

James Reed Financial Services, Inc. held 163,881 SIZE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,881 shares
    Change vs previous 13F -85 shares

    22.3% of the 13F portfolio, value $29,216,776.

    13F-HR 0001754960-26-000547 filed by James Reed Financial Services, Inc.
    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 163,966 shares
    Change vs previous 13F -4,766 shares

    22.63% of the 13F portfolio, value $26,146,082.

    13F-HR 0001754960-26-000287 filed by James Reed Financial Services, Inc.
    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 168,732 shares
    Change vs previous 13F +5,854 shares

    21.85% of the 13F portfolio, value $27,262,038.

    13F-HR 0001754960-26-000062 filed by James Reed Financial Services, Inc.
    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 162,878 shares
    Change vs previous 13F -4,745 shares

    23.48% of the 13F portfolio, value $26,187,589.

    13F-HR 0001754960-25-000679 filed by James Reed Financial Services, Inc.
    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 167,623 shares
    Change vs previous 13F +8,506 shares

    23.51% of the 13F portfolio, value $25,904,441.

    13F-HR 0001754960-25-000443 filed by James Reed Financial Services, Inc.
    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 159,117 shares
    Change vs previous 13F -4,256 shares

    25.79% of the 13F portfolio, value $23,142,035.

    13F-HR 0001754960-25-000215 filed by James Reed Financial Services, Inc.
    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 163,373 shares
    Change vs previous 13F not available

    25.31% of the 13F portfolio, value $24,260,950.

    13F-HR 0001754960-25-000104 filed by James Reed Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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