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Disclosery

Peninsula Wealth, LLC: JIG position timeline

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

Peninsula Wealth, LLC held 195,541 JIG shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 195,541 shares
    Change vs previous 13F +57,722 shares

    2.08% of the 13F portfolio, value $12,211,103.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 137,819 shares
    Change vs previous 13F +7,350 shares

    1.59% of the 13F portfolio, value $9,127,991.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 130,469 shares
    Change vs previous 13F +48,661 shares

    1.64% of the 13F portfolio, value $8,753,117.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F/A 81,808 shares
    Change vs previous 13F +42,869 shares

    1.03% of the 13F portfolio, value $5,150,402.

    13F-HR/A 0001085146-24-002680 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 38,939 shares
    Change vs previous 13F +32,824 shares

    0.47% of the 13F portfolio, value $2,271,533.

    13F-HR 0001085146-24-001393 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 6,115 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $317,410.

    13F-HR 0001085146-23-004267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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