Back to JBGS
Aprio Wealth Management, LLC → JBGS
Aprio Wealth Management, LLC JBGS Position History
JBG SMITH Properties • Real Estate
Quarters held
5
Latest value
$241K
Q3 2026
Peak value
$375K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $340K |
| Q4 2025 | $375K |
| Q1 2026 | $334K |
| Q2 2026 | $346K |
| Q3 2026 | $241K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $241K | 3.0K | — | — |
| Q2 2026 | $346K | 5.2K | — | — |
| Q1 2026 | $334K | 5.7K | — | — |
| Q4 2025 | $375K | 5.8K | — | — |
| Q3 2025 | $340K | 5.8K | — | — |
Other funds holding JBGS
$156.7M
$112.6M
$98.5M
$55.9M
$53.2M
$53.2M
$53.2M