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Seed Wealth Management, Inc.: JMBS position timeline

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

Seed Wealth Management, Inc. held 170,917 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,917 shares
    Change vs previous 13F -162 shares

    4.87% of the 13F portfolio, value $7,689,564.

    13F-HR 0001963728-26-000004 filed by Seed Wealth Management, Inc.
    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 171,079 shares
    Change vs previous 13F -573 shares

    5.32% of the 13F portfolio, value $7,729,364.

    13F-HR 0001963728-26-000002 filed by Seed Wealth Management, Inc.
    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 171,652 shares
    Change vs previous 13F +22,108 shares

    5.41% of the 13F portfolio, value $7,842,767.

    13F-HR 0001963728-26-000001 filed by Seed Wealth Management, Inc.
    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 149,544 shares
    Change vs previous 13F +1,766 shares

    4.72% of the 13F portfolio, value $6,829,658.

    13F-HR 0001963728-25-000002 filed by Seed Wealth Management, Inc.
    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 147,778 shares
    Change vs previous 13F +8,205 shares

    4.96% of the 13F portfolio, value $6,657,405.

    13F-HR 0001085146-25-003796 filed by Seed Wealth Management, Inc.
    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 139,573 shares
    Change vs previous 13F +10,031 shares

    5.14% of the 13F portfolio, value $6,308,716.

    13F-HR 0001085146-25-002203 filed by Seed Wealth Management, Inc.
    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 129,542 shares
    Change vs previous 13F +17,901 shares

    4.62% of the 13F portfolio, value $5,723,166.

    13F-HR 0001085146-25-000161 filed by Seed Wealth Management, Inc.
    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 111,641 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $5,208,048.

    13F-HR 0001085146-24-005326 filed by Seed Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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