Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

JMSB holding history

John Marshall Bancorp, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JMSB overview All 13F holders of JMSB Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of JMSB by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−100−100.0%	Sold out	Holders
Q3 2023	100	$1.78K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	100	$2.01K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	100	$2.16K	<0.1%	+100	New	Holders