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AllGen Financial Advisors, Inc.: JMUB position timeline

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

AllGen Financial Advisors, Inc. held 664,690 JMUB 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 664,690 shares
    Change vs previous 13F +431,905 shares

    7.35% of the 13F portfolio, value $33,669,879.

    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 232,785 shares
    Change vs previous 13F -17,555 shares

    2.76% of the 13F portfolio, value $11,636,938.

    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 250,340 shares
    Change vs previous 13F +19,149 shares

    3% of the 13F portfolio, value $12,642,178.

    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 231,191 shares
    Change vs previous 13F -19,004 shares

    2.87% of the 13F portfolio, value $11,668,198.

    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 250,195 shares
    Change vs previous 13F -34,978 shares

    3.34% of the 13F portfolio, value $12,419,702.

    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).

  6. period ended2025-03-31
    13F 285,173 shares
    Change vs previous 13F +7,610 shares

    4.22% of the 13F portfolio, value $14,258,664.

    13F-HR 0001705819-25-000033 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).

  7. period ended2024-12-31
    13F 277,563 shares
    Change vs previous 13F -25,622 shares

    4.67% of the 13F portfolio, value $13,919,803.

    13F-HR 0001705819-25-000022 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).

  8. period ended2024-09-30
    13F 303,185 shares
    Change vs previous 13F not available

    5.05% of the 13F portfolio, value $15,544,288.

    13F-HR 0001705819-24-000058 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).