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Lionshead Wealth Management, LLC: JMBS position timeline

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

Lionshead Wealth Management, LLC held 89,288 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,288 shares
    Change vs previous 13F +3,342 shares

    2.62% of the 13F portfolio, value $4,034,547.

    13F-HR 0001172661-26-002858 filed by Lionshead Wealth Management, 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 85,946 shares
    Change vs previous 13F +15,511 shares

    2.87% of the 13F portfolio, value $3,900,266.

    13F-HR 0001172661-26-001647 filed by Lionshead Wealth Management, 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 70,435 shares
    Change vs previous 13F +23,049 shares

    2.42% of the 13F portfolio, value $3,218,194.

    13F-HR 0001172661-26-000174 filed by Lionshead Wealth Management, 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 47,386 shares
    Change vs previous 13F +13,956 shares

    1.72% of the 13F portfolio, value $2,164,117.

    13F-HR 0001172661-25-004243 filed by Lionshead Wealth Management, LLC
    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 33,430 shares
    Change vs previous 13F +6,931 shares

    1.39% of the 13F portfolio, value $1,506,066.

    13F-HR 0001172661-25-003032 filed by Lionshead Wealth Management, LLC
    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 26,499 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,197,755.

    13F-HR 0001172661-25-001823 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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