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FOSTER & MOTLEY INC: JMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on JMBS, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 1,856,863 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 1,856,863 shares
    Change vs previous 13F -92,546 shares

    3.84% of the 13F portfolio, value $83,540,000.

    13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
    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 1,949,409 shares
    Change vs previous 13F +139,952 shares

    4.54% of the 13F portfolio, value $88,074,000.

    13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
    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 1,809,457 shares
    Change vs previous 13F +87,647 shares

    4.41% of the 13F portfolio, value $82,674,000.

    13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
    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 1,721,810 shares
    Change vs previous 13F +219,336 shares

    4.24% of the 13F portfolio, value $78,635,000.

    13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
    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 1,502,474 shares
    Change vs previous 13F +120,724 shares

    3.91% of the 13F portfolio, value $67,686,000.

    13F-HR 0001163902-25-000007 filed by FOSTER & MOTLEY INC
    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 1,381,750 shares
    Change vs previous 13F +136,479 shares

    3.93% of the 13F portfolio, value $62,455,000.

    13F-HR 0001163902-25-000005 filed by FOSTER & MOTLEY INC
    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 1,245,271 shares
    Change vs previous 13F +279,031 shares

    3.58% of the 13F portfolio, value $55,016,000.

    13F-HR 0001163902-25-000001 filed by FOSTER & MOTLEY INC
    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 966,240 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $45,075,000.

    13F-HR 0001163902-24-000009 filed by FOSTER & MOTLEY INC
    Filed (acceptance time not in the bulk data set), ingested

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