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Disclosery

JMN Financial LLC: WF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JMN Financial LLC on WF, newest first. How the timeline and the estimate are built.

JMN Financial LLC held 9,078 WF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,078 shares
    Change vs previous 13F +198 shares

    0.41% of the 13F portfolio, value $521,077.

    13F-HR 0001172661-26-003187 filed by JMN Financial 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 8,880 shares
    Change vs previous 13F -754 shares

    0.58% of the 13F portfolio, value $591,408.

    13F-HR 0001172661-26-002203 filed by JMN Financial 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 9,634 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $566,383.

    13F-HR 0001172661-26-002202 filed by JMN Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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