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Oakwell Private Wealth Management, LLC: JMUB position timeline

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

Oakwell Private Wealth Management, LLC held 187,820 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 187,820 shares
    Change vs previous 13F +13,366 shares

    1.58% of the 13F portfolio, value $9,514,023.

    13F-HR 0001941040-26-000497 filed by Oakwell Private 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 174,454 shares
    Change vs previous 13F +5,931 shares

    1.56% of the 13F portfolio, value $8,720,955.

    13F-HR 0001941040-26-000290 filed by Oakwell Private 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 168,523 shares
    Change vs previous 13F +7,507 shares

    1.59% of the 13F portfolio, value $8,510,412.

    13F-HR 0001941040-26-000059 filed by Oakwell Private 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 161,016 shares
    Change vs previous 13F +10,849 shares

    1.63% of the 13F portfolio, value $8,126,478.

    13F-HR 0001941040-25-000622 filed by Oakwell Private 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 150,167 shares
    Change vs previous 13F +6,894 shares

    1.72% of the 13F portfolio, value $7,454,290.

    13F-HR 0001941040-25-000423 filed by Oakwell Private 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 143,273 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $7,163,650.

    13F-HR 0001941040-25-000260 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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