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MN Wealth Advisors, LLC: JIRE position timeline

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

MN Wealth Advisors, LLC held 123,012 JIRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,012 shares
    Change vs previous 13F +10,574 shares

    4.32% of the 13F portfolio, value $10,147,293.

    13F-HR 0001992972-26-000004 filed by MN Wealth Advisors, 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 112,438 shares
    Change vs previous 13F +7,247 shares

    4.15% of the 13F portfolio, value $8,516,125.

    13F-HR 0001992972-26-000002 filed by MN Wealth Advisors, 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 105,191 shares
    Change vs previous 13F -3,427 shares

    3.98% of the 13F portfolio, value $7,876,757.

    13F-HR 0001992972-26-000001 filed by MN Wealth Advisors, 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 108,618 shares
    Change vs previous 13F +3,211 shares

    4.25% of the 13F portfolio, value $7,947,375.

    13F-HR 0001992972-25-000007 filed by MN Wealth Advisors, 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 105,407 shares
    Change vs previous 13F +16,880 shares

    4.34% of the 13F portfolio, value $7,459,665.

    13F-HR 0001992972-25-000005 filed by MN Wealth Advisors, 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 88,527 shares
    Change vs previous 13F +13,554 shares

    3.31% of the 13F portfolio, value $5,640,951.

    13F-HR 0001992972-25-000002 filed by MN Wealth Advisors, 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 74,973 shares
    Change vs previous 13F +6,908 shares

    2.47% of the 13F portfolio, value $4,386,680.

    13F-HR 0001992972-25-000001 filed by MN Wealth Advisors, 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 68,065 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $4,494,332.

    13F-HR 0001992972-24-000004 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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