Focused Wealth Management, Inc: JMBS position timeline

Focused Wealth Management, Inc held 347,476 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 347,476 shares

   Change vs previous 13F +38,391 shares

   1.38% of the 13F portfolio, value $15,632,929.

   13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 309,085 shares

   Change vs previous 13F +17,353 shares

   1.46% of the 13F portfolio, value $13,964,480.

   13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 291,732 shares

   Change vs previous 13F +27,830 shares

   1.42% of the 13F portfolio, value $13,329,213.

   13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 263,902 shares

   Change vs previous 13F +24,245 shares

   1.3% of the 13F portfolio, value $12,052,423.

   13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 239,657 shares

   Change vs previous 13F not available

   1.32% of the 13F portfolio, value $10,796,560.

   13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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