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Northwest Financial Advisors: JMBS position timeline

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

Northwest Financial Advisors held 16,930 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,930 shares
    Change vs previous 13F -39,992 shares

    0.1% of the 13F portfolio, value $761,694.

    13F-HR 0002085853-26-000863 filed by Northwest Financial Advisors
    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 56,922 shares
    Change vs previous 13F +5,007 shares

    4.96% of the 13F portfolio, value $2,571,728.

    13F-HR 0002085853-26-000498 filed by Northwest Financial Advisors
    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 51,915 shares
    Change vs previous 13F +9,674 shares

    4.88% of the 13F portfolio, value $2,372,001.

    13F-HR 0002085853-26-000079 filed by Northwest Financial Advisors
    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 42,241 shares
    Change vs previous 13F +3,172 shares

    2.48% of the 13F portfolio, value $1,929,129.

    13F-HR 0002010635-25-000008 filed by Northwest Financial Advisors
    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 39,069 shares
    Change vs previous 13F -12,803 shares

    2.46% of the 13F portfolio, value $1,760,074.

    13F-HR 0002010635-25-000007 filed by Northwest Financial Advisors
    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 51,872 shares
    Change vs previous 13F +9,046 shares

    1.94% of the 13F portfolio, value $2,344,593.

    13F-HR 0002010635-25-000004 filed by Northwest Financial Advisors
    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 42,826 shares
    Change vs previous 13F +9,644 shares

    1.56% of the 13F portfolio, value $1,892,051.

    13F-HR 0002010635-25-000001 filed by Northwest Financial Advisors
    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 33,182 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,547,958.

    13F-HR 0001398344-24-020541 filed by Northwest Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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