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Disclosery

KWB Wealth: JMBS position timeline

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

KWB Wealth held 420,361 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 420,361 shares
    Change vs previous 13F -199,827 shares

    1.62% of the 13F portfolio, value $18,912,054.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 620,188 shares
    Change vs previous 13F -70,349 shares

    2.8% of the 13F portfolio, value $28,336,388.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 690,537 shares
    Change vs previous 13F +605,298 shares

    2.99% of the 13F portfolio, value $31,550,641.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 85,239 shares
    Change vs previous 13F +6,829 shares

    0.42% of the 13F portfolio, value $3,840,029.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 78,410 shares
    Change vs previous 13F -13,544 shares

    0.43% of the 13F portfolio, value $3,544,152.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 91,954 shares
    Change vs previous 13F +16,756 shares

    0.49% of the 13F portfolio, value $4,062,512.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 75,198 shares
    Change vs previous 13F +3,058 shares

    0.43% of the 13F portfolio, value $3,508,007.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 72,140 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,221,043.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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