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Disclosery

Brown Financial Advisors: JMBS position timeline

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

Brown Financial Advisors held 97,579 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,579 shares
    Change vs previous 13F +5,996 shares

    1.53% of the 13F portfolio, value $4,390,079.

    13F-HR 0002035548-26-000006 filed by Brown Financial Advisors
    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 91,583 shares
    Change vs previous 13F -2,942 shares

    1.57% of the 13F portfolio, value $4,137,720.

    13F-HR 0002035548-26-000002 filed by Brown Financial Advisors
    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 94,525 shares
    Change vs previous 13F -1,430 shares

    1.58% of the 13F portfolio, value $4,318,847.

    13F-HR 0002035548-26-000001 filed by Brown Financial Advisors
    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 95,955 shares
    Change vs previous 13F +4,899 shares

    1.62% of the 13F portfolio, value $4,382,265.

    13F-HR 0002035548-25-000005 filed by Brown Financial Advisors
    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 91,056 shares
    Change vs previous 13F -1,865 shares

    1.6% of the 13F portfolio, value $4,102,073.

    13F-HR 0002035548-25-000003 filed by Brown Financial Advisors
    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 92,921 shares
    Change vs previous 13F +20,754 shares

    1.73% of the 13F portfolio, value $4,200,029.

    13F-HR 0002035548-25-000002 filed by Brown Financial Advisors
    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 72,167 shares
    Change vs previous 13F +5,500 shares

    1.28% of the 13F portfolio, value $3,188,338.

    13F-HR 0002035548-25-000001 filed by Brown Financial Advisors
    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 66,667 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,110,016.

    13F-HR 0002035548-24-000003 filed by Brown Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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