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LUTS & GREENLEIGH GROUP, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LUTS & GREENLEIGH GROUP, INC. on JPM, newest first. How the timeline and the estimate are built.

LUTS & GREENLEIGH GROUP, INC. held 4,373 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,373 shares
    Change vs previous 13F -11 shares

    1.08% of the 13F portfolio, value $1,431,440.

    13F-HR 0001951757-26-001163 filed by LUTS & GREENLEIGH GROUP, 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 4,384 shares
    Change vs previous 13F +1 shares

    1.02% of the 13F portfolio, value $1,289,593.

    13F-HR 0001951757-26-000774 filed by LUTS & GREENLEIGH GROUP, 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 4,383 shares
    Change vs previous 13F +5 shares

    1.2% of the 13F portfolio, value $1,412,254.

    13F-HR 0001951757-26-000300 filed by LUTS & GREENLEIGH GROUP, 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 4,378 shares
    Change vs previous 13F -35 shares

    1.24% of the 13F portfolio, value $1,380,887.

    13F-HR 0001951757-25-001341 filed by LUTS & GREENLEIGH GROUP, 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 4,413 shares
    Change vs previous 13F +90 shares

    1.23% of the 13F portfolio, value $1,279,261.

    13F-HR 0001951757-25-000616 filed by LUTS & GREENLEIGH GROUP, 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 4,323 shares
    Change vs previous 13F -162 shares

    1.05% of the 13F portfolio, value $1,060,530.

    13F-HR 0001951757-25-000557 filed by LUTS & GREENLEIGH GROUP, 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 4,485 shares
    Change vs previous 13F -199 shares

    1.06% of the 13F portfolio, value $1,075,149.

    13F-HR 0001951757-25-000067 filed by LUTS & GREENLEIGH GROUP, INC.
    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 4,684 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $987,657.

    13F-HR 0001951757-24-001034 filed by LUTS & GREENLEIGH GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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