Skip to content
Disclosery

AllGen Financial Advisors, Inc.: JMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AllGen Financial Advisors, Inc. on JMBS, newest first. How the timeline and the estimate are built.

AllGen Financial Advisors, Inc. held 496,674 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 496,674 shares
    Change vs previous 13F +185,660 shares

    4.88% of the 13F portfolio, value $22,345,348.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
    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 311,014 shares
    Change vs previous 13F -138,664 shares

    3.33% of the 13F portfolio, value $14,051,595.

    13F-HR 0002085853-26-000745 filed by AllGen Financial 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 ended2025-12-31
    13F 449,678 shares
    Change vs previous 13F +127,255 shares

    4.87% of the 13F portfolio, value $20,545,806.

    13F-HR 0001705819-26-000011 filed by AllGen Financial 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 ended2025-09-30
    13F 322,423 shares
    Change vs previous 13F +24,220 shares

    3.62% of the 13F portfolio, value $14,725,059.

    13F-HR 0001705819-25-000070 filed by AllGen Financial 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 ended2025-06-30
    13F 298,203 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $13,434,054.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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