JLL β€” JONES LANG LASALLE INC

Ownership history in Retirement Wealth Solutions LLC  Β·  6 quarters on record

AI Ownership Summary

Retirement Wealth Solutions LLC reported JONES LANG LASALLE INC (JLL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows JLL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JLL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retirement Wealth Solutions LLC's position in JONES LANG LASALLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JLL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Retirement Wealth Solutions LLC held JLL β€” position size vs. price
% of Fund (quarterly)    JLL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 25 -2 -7.4% 0.00% $8K 2026-04-07 $308.20
2025 Q4 ADDED 27 +7 +35.0% 0.01% $9K 2026-01-07 $352.72
2025 Q3 REDUCED 20 -7 -25.9% 0.00% $6K 2025-10-08 $283.72
2025 Q2 REDUCED 27 -33 -55.0% 0.01% $7K 2025-07-07 $258.47
2025 Q1 ADDED 60 +46 +328.6% 0.01% $15K 2025-04-08 $208.09
2024 Q4 INITIATED 14 β€” β€” 0.00% $3K 2025-01-15 $256.20

FAQ About Retirement Wealth Solutions LLC and JLL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retirement Wealth Solutions LLC reported owning JLL?

Retirement Wealth Solutions LLC reported JLL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JLL position in Retirement Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for JLL was 0.01% in 2025 Q1.

What is the latest reported JLL position on this page?

The most recent filing on this page is 2026 Q1, when Retirement Wealth Solutions LLC reported 25 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this JLL ownership page compare?

The chart compares Retirement Wealth Solutions LLC's quarterly JLL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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