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Disclosery

Townsend & Associates, Inc: JIII position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Townsend & Associates, Inc on JIII, newest first. How the timeline and the estimate are built.

Townsend & Associates, Inc held 942,780 JIII 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 942,780 shares
    Change vs previous 13F +22,282 shares

    3.99% of the 13F portfolio, value $46,875,034.

    13F-HR 0001729359-26-000004 filed by Townsend & Associates, Inc
    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 920,498 shares
    Change vs previous 13F +30,773 shares

    3.98% of the 13F portfolio, value $46,190,569.

    13F-HR 0001729359-26-000003 filed by Townsend & Associates, Inc
    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 889,725 shares
    Change vs previous 13F +13,979 shares

    4.02% of the 13F portfolio, value $45,072,935.

    13F-HR 0001729359-26-000002 filed by Townsend & Associates, Inc
    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 875,746 shares
    Change vs previous 13F +26,960 shares

    4.24% of the 13F portfolio, value $44,741,847.

    13F-HR 0001729359-25-000007 filed by Townsend & Associates, Inc
    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 848,786 shares
    Change vs previous 13F +40,702 shares

    4.27% of the 13F portfolio, value $43,122,588.

    13F-HR 0001729359-25-000004 filed by Townsend & Associates, Inc
    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 808,084 shares
    Change vs previous 13F +72,286 shares

    4.17% of the 13F portfolio, value $40,016,298.

    13F-HR 0001729359-25-000003 filed by Townsend & Associates, Inc
    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 735,798 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $37,054,783.

    13F-HR 0001729359-25-000001 filed by Townsend & Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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