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Disclosery

Sunbelt Securities, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sunbelt Securities, Inc. on JPM, newest first. How the timeline and the estimate are built.

Sunbelt Securities, Inc. held 27,562 JPM shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 27,562 shares
    Change vs previous 13F +1,199 shares

    0.51% of the 13F portfolio, value $8,107,750.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 26,363 shares
    Change vs previous 13F -310 shares

    0.57% of the 13F portfolio, value $8,494,799.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 26,673 shares
    Change vs previous 13F -2,676 shares

    0.58% of the 13F portfolio, value $8,413,411.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 29,349 shares
    Change vs previous 13F +3,783 shares

    0.62% of the 13F portfolio, value $7,035,359.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 25,566 shares
    Change vs previous 13F -3,783 shares

    0.56% of the 13F portfolio, value $6,271,310.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 29,349 shares
    Change vs previous 13F +1,594 shares

    0.62% of the 13F portfolio, value $7,023,913.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 27,755 shares
    Change vs previous 13F -1,066 shares

    0.57% of the 13F portfolio, value $5,852,482.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 28,821 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,829,365.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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