Smith & Howard Wealth Management, LLC: JMUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smith & Howard Wealth Management, LLC on JMUB, newest first. How the timeline and the estimate are built.
Smith & Howard Wealth Management, LLC held 432,992 JMUB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 432,992 sharesChange vs previous 13F -15,935 shares
4.51% of the 13F portfolio, value $21,933,210.
13F-HR 0001398344-26-013293 filed by Smith & Howard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 448,927 sharesChange vs previous 13F +26,027 shares
4.85% of the 13F portfolio, value $22,441,861.
13F-HR 0001398344-26-007266 filed by Smith & Howard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 422,900 sharesChange vs previous 13F +19,808 shares
4.89% of the 13F portfolio, value $21,356,450.
13F-HR 0001398344-26-001931 filed by Smith & Howard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 403,092 sharesChange vs previous 13F -2,909 shares
4.74% of the 13F portfolio, value $20,344,053.
13F-HR 0001398344-25-020714 filed by Smith & Howard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 406,001 sharesChange vs previous 13F -2,795 shares
5.11% of the 13F portfolio, value $20,153,890.
13F-HR 0001398344-25-013169 filed by Smith & Howard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 408,796 sharesChange vs previous 13F -69,381 shares
5.58% of the 13F portfolio, value $20,439,800.
13F-HR 0001398344-25-007512 filed by Smith & Howard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 478,177 sharesChange vs previous 13F +168,618 shares
6.79% of the 13F portfolio, value $23,980,577.
13F-HR 0001398344-25-002254 filed by Smith & Howard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 309,559 sharesChange vs previous 13F not available
4.46% of the 13F portfolio, value $15,871,090.
13F-HR 0001398344-24-019264 filed by Smith & Howard Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).