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JBR Co Financial Management Inc: SPYM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JBR Co Financial Management Inc on SPYM, newest first. How the timeline and the estimate are built.

JBR Co Financial Management Inc held 150,515 SPYM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 150,515 shares
    Change vs previous 13F -9,360 shares

    5.06% of the 13F portfolio, value $13,210,699.

    13F-HR 0001214659-26-012781 filed by JBR Co Financial Management Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 159,875 shares
    Change vs previous 13F +24,429 shares

    5.13% of the 13F portfolio, value $14,049,813.

    13F-HR 0001214659-26-008370 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 135,446 shares
    Change vs previous 13F 0 shares

    4.55% of the 13F portfolio, value $10,865,506.

    13F-HR 0001214659-26-004443 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 135,446 shares
    Change vs previous 13F +4,318 shares

    4.55% of the 13F portfolio, value $10,865,506.

    13F-HR 0001214659-26-000146 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 131,128 shares
    Change vs previous 13F +19,523 shares

    4.35% of the 13F portfolio, value $10,272,568.

    13F-HR 0001214659-25-014902 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 111,605 shares
    Change vs previous 13F +8,459 shares

    4.01% of the 13F portfolio, value $8,112,567.

    13F-HR 0001214659-25-011968 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 103,146 shares
    Change vs previous 13F +14,841 shares

    3.97% of the 13F portfolio, value $6,782,881.

    13F-HR 0001214659-25-006138 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 88,305 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $6,087,747.

    13F-HR 0001214659-25-001758 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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