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Disclosery

Rothschild Wealth LLC: JMBS position timeline

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

Rothschild Wealth LLC held 115,390 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,390 shares
    Change vs previous 13F +1,950 shares

    0.41% of the 13F portfolio, value $5,191,415.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth 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 113,440 shares
    Change vs previous 13F +8,738 shares

    0.46% of the 13F portfolio, value $5,125,235.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth 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/A 104,702 shares
    Change vs previous 13F +12,310 shares

    0.46% of the 13F portfolio, value $4,783,844.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth 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 92,392 shares
    Change vs previous 13F +5,926 shares

    0.92% of the 13F portfolio, value $4,219,521.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth 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 86,466 shares
    Change vs previous 13F +7,610 shares

    0.96% of the 13F portfolio, value $3,895,297.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth 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 78,856 shares
    Change vs previous 13F +12,146 shares

    1% of the 13F portfolio, value $3,564,274.

    13F-HR 0001104659-25-049217 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 66,710 shares
    Change vs previous 13F +3,280 shares

    0.86% of the 13F portfolio, value $2,947,248.

    13F-HR 0001104659-25-013068 filed by Rothschild Wealth LLC
    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 63,430 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $11,372,909.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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