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SIMA Wealth Partners, LLC: JIRE position timeline

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

SIMA Wealth Partners, LLC held 127,757 JIRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,757 shares
    Change vs previous 13F -2,302 shares

    7.47% of the 13F portfolio, value $10,538,681.

    13F-HR 0002135539-26-000011 filed by SIMA Wealth Partners, 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 130,059 shares
    Change vs previous 13F +596 shares

    7.5% of the 13F portfolio, value $9,850,674.

    13F-HR 0002135539-26-000001 filed by SIMA Wealth Partners, 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 129,463 shares
    Change vs previous 13F +1,864 shares

    7.37% of the 13F portfolio, value $9,694,195.

    13F-HR 0002135539-26-000003 filed by SIMA Wealth Partners, 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 127,599 shares
    Change vs previous 13F +3,415 shares

    7.18% of the 13F portfolio, value $9,383,631.

    13F-HR 0002135539-26-000004 filed by SIMA Wealth Partners, 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 124,184 shares
    Change vs previous 13F -721 shares

    7.1% of the 13F portfolio, value $8,788,503.

    13F-HR 0002135539-26-000006 filed by SIMA Wealth Partners, 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 124,905 shares
    Change vs previous 13F +9,462 shares

    6.61% of the 13F portfolio, value $7,958,948.

    13F-HR 0002135539-26-000007 filed by SIMA Wealth Partners, 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 115,443 shares
    Change vs previous 13F -3,813 shares

    5.74% of the 13F portfolio, value $6,754,571.

    13F-HR 0002135539-26-000008 filed by SIMA Wealth Partners, 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 119,256 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $7,874,475.

    13F-HR 0002135539-26-000009 filed by SIMA Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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