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Disclosery

Balance Wealth Partners LLC: JMUB position timeline

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

Balance Wealth Partners LLC held 49,858 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 49,858 shares
    Change vs previous 13F +3,071 shares

    0.67% of the 13F portfolio, value $2,525,544.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 46,787 shares
    Change vs previous 13F +8,013 shares

    0.73% of the 13F portfolio, value $2,338,911.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 38,774 shares
    Change vs previous 13F +5,890 shares

    0.63% of the 13F portfolio, value $1,958,075.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners LLC
    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 32,884 shares
    Change vs previous 13F +2,338 shares

    0.41% of the 13F portfolio, value $1,659,665.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners LLC
    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 30,546 shares
    Change vs previous 13F +22,231 shares

    0.89% of the 13F portfolio, value $1,516,299.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners LLC
    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 8,315 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $415,764.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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