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Disclosery

Able Wealth Management LLC: JMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Able Wealth Management LLC on JMBS, newest first. How the timeline and the estimate are built.

Able Wealth Management LLC held 33,752 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,752 shares
    Change vs previous 13F +7,193 shares

    0.35% of the 13F portfolio, value $1,518,497.

    13F-HR 0002085853-26-000903 filed by Able Wealth Management 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 26,559 shares
    Change vs previous 13F +19,836 shares

    0.32% of the 13F portfolio, value $1,199,948.

    13F-HR 0002085853-26-000500 filed by Able Wealth Management 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 6,723 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $307,163.

    13F-HR 0002085853-26-000105 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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