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Disclosery

JMN Financial LLC: WSFS position timeline

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

JMN Financial LLC held 7,846 WSFS 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 7,846 shares
    Change vs previous 13F +1,283 shares

    0.47% of the 13F portfolio, value $602,024.

    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 6,563 shares
    Change vs previous 13F +719 shares

    0.42% of the 13F portfolio, value $429,614.

    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 5,844 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $322,823.

    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).