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MONECO ADVISORS, LLC: JMBS position timeline

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

MONECO ADVISORS, LLC held 120,289 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,289 shares
    Change vs previous 13F -18,937 shares

    0.33% of the 13F portfolio, value $5,411,824.

    13F-HR 0001765690-26-000011 filed by MONECO ADVISORS, 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 139,226 shares
    Change vs previous 13F -3,986 shares

    0.49% of the 13F portfolio, value $6,290,233.

    13F-HR 0001765690-26-000007 filed by MONECO ADVISORS, 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 143,212 shares
    Change vs previous 13F +18,394 shares

    0.52% of the 13F portfolio, value $6,543,379.

    13F-HR 0001765690-26-000005 filed by MONECO ADVISORS, 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 124,818 shares
    Change vs previous 13F +33,261 shares

    0.48% of the 13F portfolio, value $5,700,422.

    13F-HR 0001765690-25-000013 filed by MONECO ADVISORS, 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 91,557 shares
    Change vs previous 13F +32,455 shares

    0.38% of the 13F portfolio, value $4,124,625.

    13F-HR 0001765690-25-000002 filed by MONECO ADVISORS, 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/A 59,102 shares
    Change vs previous 13F +25,252 shares

    0.28% of the 13F portfolio, value $2,671,393.

    13F-HR/A 0001765690-25-000006 filed by MONECO ADVISORS, 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/A 33,850 shares
    Change vs previous 13F -4,072 shares

    0.16% of the 13F portfolio, value $1,495,500.

    13F-HR/A 0001765690-25-000005 filed by MONECO ADVISORS, 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 37,922 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,769,084.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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