Skip to content
Disclosery

Wagner Wealth Management, LLC: JIRE position timeline

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

Wagner Wealth Management, LLC held 114,165 JIRE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,165 shares
    Change vs previous 13F +1,647 shares

    1.74% of the 13F portfolio, value $9,417,453.

    13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, 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 112,518 shares
    Change vs previous 13F +3,314 shares

    1.72% of the 13F portfolio, value $8,522,112.

    13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, 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 109,204 shares
    Change vs previous 13F +3,831 shares

    1.74% of the 13F portfolio, value $8,177,183.

    13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, 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 105,373 shares
    Change vs previous 13F +1,965 shares

    1.8% of the 13F portfolio, value $7,749,098.

    13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, 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 103,408 shares
    Change vs previous 13F +3,003 shares

    1.67% of the 13F portfolio, value $7,318,157.

    13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, 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 100,405 shares
    Change vs previous 13F +5,694 shares

    1.59% of the 13F portfolio, value $6,397,775.

    13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, 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 94,711 shares
    Change vs previous 13F +7,602 shares

    1.43% of the 13F portfolio, value $5,541,546.

    13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, 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 87,109 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $5,751,807.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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