Skip to content
Disclosery

Englebert Financial Advisers, LLC: JMBS position timeline

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

Englebert Financial Advisers, LLC held 227,013 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 227,013 shares
    Change vs previous 13F +15,772 shares

    10.12% of the 13F portfolio, value $10,213,315.

    13F-HR 0002097035-26-000005 filed by Englebert Financial Advisers, 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 211,241 shares
    Change vs previous 13F +21,269 shares

    10.85% of the 13F portfolio, value $9,543,868.

    13F-HR 0002097035-26-000004 filed by Englebert Financial Advisers, 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 189,972 shares
    Change vs previous 13F not available

    9.99% of the 13F portfolio, value $8,679,821.

    13F-HR 0002097035-26-000003 filed by Englebert Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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