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Disclosery

Gradient Investments LLC: JMBS position timeline

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

Gradient Investments LLC held 2,731,438 JMBS shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,731,438 shares
    Change vs previous 13F +42,671 shares

    1.65% of the 13F portfolio, value $115,430,578.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,688,767 shares
    Change vs previous 13F +341,852 shares

    1.67% of the 13F portfolio, value $120,967,618.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,346,915 shares
    Change vs previous 13F +119,709 shares

    1.64% of the 13F portfolio, value $106,033,619.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,227,206 shares
    Change vs previous 13F +88,393 shares

    1.62% of the 13F portfolio, value $101,761,039.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,138,813 shares
    Change vs previous 13F +150,680 shares

    1.63% of the 13F portfolio, value $97,679,575.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,988,133 shares
    Change vs previous 13F -1,575 shares

    1.64% of the 13F portfolio, value $89,565,405.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,989,708 shares
    Change vs previous 13F +444,851 shares

    1.81% of the 13F portfolio, value $89,934,824.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,544,857 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $68,251,790.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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