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Disclosery

AMJ Financial Wealth Management: RMBS position timeline

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

AMJ Financial Wealth Management held 76,330 RMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,330 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $6,566,670.

    13F-HR 0001986152-26-000119 filed by AMJ Financial Wealth Management
    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 76,330 shares
    Change vs previous 13F -18,616 shares

    1.56% of the 13F portfolio, value $6,566,670.

    13F-HR 0001986152-26-000068 filed by AMJ Financial Wealth Management
    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 94,946 shares
    Change vs previous 13F +67,973 shares

    2.1% of the 13F portfolio, value $8,724,588.

    13F-HR 0001986152-26-000013 filed by AMJ Financial Wealth Management
    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 26,973 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,810,587.

    13F-HR 0001801585-25-000008 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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