Sage Advisory Services, Ltd.Co.: JSI position timeline

Sage Advisory Services, Ltd.Co. held 112,161 JSI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 112,161 shares

   Change vs previous 13F +8,282 shares

   2.83% of the 13F portfolio, value $5,744,000.

   13F-HR 0001214659-26-008799 filed by Sage Advisory Services, Ltd.Co.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 103,879 shares

   Change vs previous 13F +1,994 shares

   2.93% of the 13F portfolio, value $5,355,000.

   13F-HR 0001214659-26-005700 filed by Sage Advisory Services, Ltd.Co.
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 101,885 shares

   Change vs previous 13F -9,109 shares

   2.89% of the 13F portfolio, value $5,304,000.

   13F-HR 0001214659-26-000904 filed by Sage Advisory Services, Ltd.Co.
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 110,994 shares

   Change vs previous 13F +67,048 shares

   3.04% of the 13F portfolio, value $5,802,000.

   13F-HR 0001214659-25-016009 filed by Sage Advisory Services, Ltd.Co.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 43,946 shares

   Change vs previous 13F not available

   1.26% of the 13F portfolio, value $2,312,000.

   13F-HR 0001214659-25-011586 filed by Sage Advisory Services, Ltd.Co.
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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