PLANWISER FINANCIAL, LLC: JMBS position timeline

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

PLANWISER FINANCIAL, LLC held 23,138 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 23,138 shares
Change vs previous 13F +1,236 shares
0.72% of the 13F portfolio, value $1,040,979.
13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, LLC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 21,902 shares
Change vs previous 13F +405 shares
0.72% of the 13F portfolio, value $998,950.
13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, LLC
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F/A 21,497 shares
Change vs previous 13F +21,497 shares
0.74% of the 13F portfolio, value $985,422.
13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 0 shares
Change vs previous 13F -22,611 shares
13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 22,611 shares
Change vs previous 13F not available
0.92% of the 13F portfolio, value $1,011,616.
13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).