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Vestmark Advisory Solutions, Inc.: JMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on JMBS, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 26,633 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,633 shares
    Change vs previous 13F +19,468 shares

    0.01% of the 13F portfolio, value $1,198,213.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 7,165 shares
    Change vs previous 13F -173,982 shares

    <0.01% of the 13F portfolio, value $323,754.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 181,147 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,276,612.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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