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Transamerica Financial Advisors, LLC: JMBS position timeline

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

Transamerica Financial Advisors, LLC held 91,949 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,949 shares
    Change vs previous 13F -780 shares

    0.35% of the 13F portfolio, value $4,137,107.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial 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 92,729 shares
    Change vs previous 13F -4,080 shares

    0.36% of the 13F portfolio, value $4,189,514.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial 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 96,809 shares
    Change vs previous 13F -3,977 shares

    0.37% of the 13F portfolio, value $4,423,200.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial 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 100,786 shares
    Change vs previous 13F -625 shares

    0.38% of the 13F portfolio, value $4,602,852.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial 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 101,411 shares
    Change vs previous 13F -8,457 shares

    0.43% of the 13F portfolio, value $4,568,546.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial 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 109,868 shares
    Change vs previous 13F -32,905 shares

    0.51% of the 13F portfolio, value $4,966,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 142,773 shares
    Change vs previous 13F -3,451 shares

    0.62% of the 13F portfolio, value $6,308,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 146,224 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $6,822,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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