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Disclosery

Sherman Wealth Management LLC: JBND position timeline

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

Sherman Wealth Management LLC held 86,766 JBND shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 86,766 shares
    Change vs previous 13F 0 shares

    3.49% of the 13F portfolio, value $4,641,966.

    13F-HR 0001754960-26-000852 filed by Sherman Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 86,766 shares
    Change vs previous 13F +8,002 shares

    3.49% of the 13F portfolio, value $4,641,966.

    13F-HR 0001754960-26-000444 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 78,764 shares
    Change vs previous 13F +18,153 shares

    3.64% of the 13F portfolio, value $4,235,144.

    13F-HR 0001754960-26-000218 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 60,611 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $3,277,264.

    13F-HR/A 0001754960-26-000063 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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