Strengthening Families & Communities, LLC ZIPTMX β€” JONES LANG LASALLE INCOME PPTY

Ownership history in Strengthening Families & Communities, LLC  Β·  8 quarters on record

AI Ownership Summary

Strengthening Families & Communities, LLC reported JONES LANG LASALLE INCOME PPTY (ZIPTMX) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.03% in 2024 Q2. The latest visible filing shows ZIPTMX at 0.86% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ZIPTMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strengthening Families & Communities, LLC's position in JONES LANG LASALLE INCOME PPTY, 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

ZIPTMX was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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 Strengthening Families & Communities, LLC held ZIPTMX β€” position size vs. price
% of Fund (quarterly)    ZIPTMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 308,162 -5,271 -1.7% 0.86% $3.5M 2026-05-11 $11.28
2025 Q3 ADDED β€” β€” β€” 313,433 +6,866 +2.2% 0.79% $3.5M 2025-11-04 $11.35
2024 Q2 ADDED β€” β€” β€” 306,567 +5,223 +1.7% 1.03% $3.6M 2024-07-22 $11.75
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Strengthening Families & Communities, LLC and ZIPTMX

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

How long has Strengthening Families & Communities, LLC reported owning ZIPTMX?

Strengthening Families & Communities, LLC reported ZIPTMX across 3 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported ZIPTMX position in Strengthening Families & Communities, LLC's portfolio?

The largest reported portfolio weight for ZIPTMX was 1.03% in 2024 Q2.

What is the latest reported ZIPTMX position on this page?

The most recent filing on this page is 2026 Q1, when Strengthening Families & Communities, LLC reported 308,162 shares, equal to 0.86% of portfolio, with an estimated market value of $3.5M.

What does the chart on this ZIPTMX ownership page compare?

The chart compares Strengthening Families & Communities, LLC's quarterly ZIPTMX 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.

How well did Strengthening Families & Communities, LLC time their ZIPTMX position?

Based on 13F filing dates vs. subsequent ZIPTMX price moves, Strengthening Families & Communities, LLC correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on ZIPTMX relative to SPY over the holding period was -21.6%.

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