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Richard W. Paul & Associates, LLC: JMBS position timeline

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

Richard W. Paul & Associates, LLC held 44,729 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,729 shares
    Change vs previous 13F +990 shares

    0.62% of the 13F portfolio, value $2,012,337.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 43,739 shares
    Change vs previous 13F +736 shares

    0.67% of the 13F portfolio, value $1,976,108.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 43,003 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,964,787.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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