Skip to content

Rise Advisors, LLC: JMBS position timeline

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

Rise Advisors, LLC held 0 JMBS shares at 2026-03-31 per its 13F-HR filed 2026-04-03.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -23,912 shares

    13F-HR 0001831316-26-000003 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 23,912 shares
    Change vs previous 13F -336,496 shares

    0.39% of the 13F portfolio, value $1,092,548.

    13F-HR 0001831316-26-000001 filed by Rise 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 ended2025-09-30
    13F 360,408 shares
    Change vs previous 13F +24,685 shares

    5.9% of the 13F portfolio, value $16,459,825.

    13F-HR 0001831316-25-000007 filed by Rise 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 ended2025-06-30
    13F 335,723 shares
    Change vs previous 13F +17,837 shares

    6.01% of the 13F portfolio, value $15,124,313.

    13F-HR 0001831316-25-000006 filed by Rise 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 ended2025-03-31
    13F 317,886 shares
    Change vs previous 13F +25,586 shares

    6.35% of the 13F portfolio, value $14,368,425.

    13F-HR 0001831316-25-000005 filed by Rise 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 ended2024-12-31
    13F 292,300 shares
    Change vs previous 13F -9,040 shares

    6.21% of the 13F portfolio, value $12,913,813.

    13F-HR 0001831316-25-000001 filed by Rise 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 ended2024-09-30
    13F 301,340 shares
    Change vs previous 13F not available

    6.74% of the 13F portfolio, value $14,057,498.

    13F-HR 0001831316-24-000004 filed by Rise Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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