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Disclosery

Wallace Advisory Group, LLC: JD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wallace Advisory Group, LLC on JD, newest first. How the timeline and the estimate are built.

Wallace Advisory Group, LLC held 21,239 JD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,239 shares
    Change vs previous 13F +181 shares

    0.51% of the 13F portfolio, value $541,170.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 21,058 shares
    Change vs previous 13F +133 shares

    0.67% of the 13F portfolio, value $622,685.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 20,925 shares
    Change vs previous 13F -200 shares

    0.63% of the 13F portfolio, value $600,548.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 21,125 shares
    Change vs previous 13F -7,207 shares

    0.55% of the 13F portfolio, value $689,520.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 28,332 shares
    Change vs previous 13F +651 shares

    0.85% of the 13F portfolio, value $1,165,012.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 27,681 shares
    Change vs previous 13F +249 shares

    0.66% of the 13F portfolio, value $959,700.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 27,432 shares
    Change vs previous 13F -1,937 shares

    0.76% of the 13F portfolio, value $1,097,280.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 29,369 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $758,895.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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