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Disclosery

Norris Financial Group, LLC: JELD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Norris Financial Group, LLC on JELD, newest first. How the timeline and the estimate are built.

Norris Financial Group, LLC held 106,133 JELD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,133 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $159,200.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 106,133 shares
    Change vs previous 13F +28,239 shares

    0.04% of the 13F portfolio, value $131,605.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 77,894 shares
    Change vs previous 13F +25,825 shares

    0.07% of the 13F portfolio, value $191,619.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 52,069 shares
    Change vs previous 13F +122 shares

    0.09% of the 13F portfolio, value $255,659.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 51,947 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $203,632.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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