Split Rock Private Trading & Wealth Management, LLC: JMBS position timeline

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

Split Rock Private Trading & Wealth Management, LLC held 19,580 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 19,580 shares
Change vs previous 13F -44,857 shares
0.6% of the 13F portfolio, value $880,900.
13F-HR 0002095884-26-000007 filed by Split Rock Private Trading & Wealth Management, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 64,437 shares
Change vs previous 13F +35,419 shares
2.25% of the 13F portfolio, value $2,911,250.
13F-HR 0002095884-26-000006 filed by Split Rock Private Trading & Wealth Management, LLC
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 29,018 shares
Change vs previous 13F not available
1.06% of the 13F portfolio, value $1,325,827.
13F-HR 0002095884-26-000005 filed by Split Rock Private Trading & Wealth Management, LLC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).