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GENESIS PRIVATE WEALTH, LLC: JMBS position timeline

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

GENESIS PRIVATE WEALTH, LLC held 177,437 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,437 shares
    Change vs previous 13F +9,265 shares

    2.24% of the 13F portfolio, value $7,982,912.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE 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 168,172 shares
    Change vs previous 13F +1,655 shares

    2.39% of the 13F portfolio, value $7,598,009.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE 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 166,517 shares
    Change vs previous 13F +19,601 shares

    2.36% of the 13F portfolio, value $7,608,141.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE 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 146,916 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $6,709,656.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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