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Disclosery

Fourth Dimension Wealth, LLC: JMBS position timeline

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

Fourth Dimension Wealth, LLC held 232,467 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,467 shares
    Change vs previous 13F -38,568 shares

    3.31% of the 13F portfolio, value $10,458,688.

    13F-HR 0002056691-26-000003 filed by Fourth Dimension Wealth, 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 271,035 shares
    Change vs previous 13F +6,442 shares

    4.64% of the 13F portfolio, value $12,245,380.

    13F-HR 0002056691-26-000002 filed by Fourth Dimension Wealth, 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 264,593 shares
    Change vs previous 13F +8,136 shares

    4.41% of the 13F portfolio, value $12,089,228.

    13F-HR 0002056691-26-000001 filed by Fourth Dimension Wealth, 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 256,457 shares
    Change vs previous 13F +20,229 shares

    4.47% of the 13F portfolio, value $11,712,368.

    13F-HR 0002056691-25-000006 filed by Fourth Dimension Wealth, 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 236,228 shares
    Change vs previous 13F +29,870 shares

    4.49% of the 13F portfolio, value $10,642,048.

    13F-HR 0002056691-25-000004 filed by Fourth Dimension Wealth, 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 206,358 shares
    Change vs previous 13F +66,413 shares

    4.51% of the 13F portfolio, value $9,327,372.

    13F-HR 0002056691-25-000002 filed by Fourth Dimension Wealth, LLC
    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 139,945 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $6,182,788.

    13F-HR 0002056691-25-000001 filed by Fourth Dimension Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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