Skip to content
Disclosery

LWM Advisory Services, LLC: JMUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM Advisory Services, LLC on JMUB, newest first. How the timeline and the estimate are built.

LWM Advisory Services, LLC held 11,516 JMUB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,516 shares
    Change vs previous 13F -73,837 shares

    1.04% of the 13F portfolio, value $583,342.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 85,353 shares
    Change vs previous 13F -73,407 shares

    4.56% of the 13F portfolio, value $4,266,824.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, 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 158,760 shares
    Change vs previous 13F +27,883 shares

    4.7% of the 13F portfolio, value $8,017,392.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, 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 130,877 shares
    Change vs previous 13F -8,106 shares

    3.85% of the 13F portfolio, value $6,605,362.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, 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 138,983 shares
    Change vs previous 13F +2,780 shares

    4.76% of the 13F portfolio, value $6,899,141.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, 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 136,203 shares
    Change vs previous 13F +3,808 shares

    4.73% of the 13F portfolio, value $6,810,168.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, LLC
    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 132,395 shares
    Change vs previous 13F +4,495 shares

    4.62% of the 13F portfolio, value $6,639,634.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, LLC
    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 127,900 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $6,557,447.

    13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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