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Disclosery

4WEALTH ADVISORS, INC.: JBBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on JBBB, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 26,696 JBBB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,696 shares
    Change vs previous 13F +886 shares

    0.88% of the 13F portfolio, value $1,268,861.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,810 shares
    Change vs previous 13F +1,723 shares

    0.94% of the 13F portfolio, value $1,226,510.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,087 shares
    Change vs previous 13F +360 shares

    0.96% of the 13F portfolio, value $1,128,476.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,727 shares
    Change vs previous 13F +1,247 shares

    0.98% of the 13F portfolio, value $1,131,778.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,480 shares
    Change vs previous 13F +875 shares

    1% of the 13F portfolio, value $1,082,862.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,605 shares
    Change vs previous 13F +1,824 shares

    1.08% of the 13F portfolio, value $1,041,577.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 19,781 shares
    Change vs previous 13F +7,094 shares

    1.07% of the 13F portfolio, value $962,741.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,687 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $623,693.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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