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VestGen Advisors, LLC: JMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VestGen Advisors, LLC on JMBS, newest first. How the timeline and the estimate are built.

VestGen Advisors, LLC held 91,818 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,818 shares
    Change vs previous 13F +6,419 shares

    0.12% of the 13F portfolio, value $4,130,887.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, LLC
    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 85,399 shares
    Change vs previous 13F +32,217 shares

    0.11% of the 13F portfolio, value $3,852,349.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, LLC
    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 53,182 shares
    Change vs previous 13F +4,286 shares

    0.1% of the 13F portfolio, value $2,429,886.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 48,896 shares
    Change vs previous 13F +2,838 shares

    0.07% of the 13F portfolio, value $2,233,080.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, LLC
    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 46,058 shares
    Change vs previous 13F +2,727 shares

    0.08% of the 13F portfolio, value $2,074,913.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, LLC
    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 43,331 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,958,561.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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