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NewEdge Advisors, LLC: JMBS position timeline

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

NewEdge Advisors, LLC held 17,791 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,791 shares
    Change vs previous 13F +787 shares

    <0.01% of the 13F portfolio, value $800,430.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 17,004 shares
    Change vs previous 13F -15,344 shares

    <0.01% of the 13F portfolio, value $768,231.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 32,348 shares
    Change vs previous 13F -27,325 shares

    0.01% of the 13F portfolio, value $1,477,996.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 59,673 shares
    Change vs previous 13F +4,194 shares

    0.01% of the 13F portfolio, value $2,725,288.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 55,479 shares
    Change vs previous 13F +29,263 shares

    0.01% of the 13F portfolio, value $2,499,307.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 26,216 shares
    Change vs previous 13F +20,435 shares

    0.01% of the 13F portfolio, value $1,184,963.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 5,781 shares
    Change vs previous 13F +5,326 shares

    <0.01% of the 13F portfolio, value $255,405.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 455 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,226.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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