Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

JMSB holding history

John Marshall Bancorp, Inc. in every 13F filed by Wealthspire 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 (Q2 2026): 64,333
Value: $1.40M
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of JMSB by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	64,333	$1.40M	<0.1%	+192+0.3%	Added	Holders
Q1 2026	64,141	$1.30M	<0.1%	+64,141	New	Holders
Q4 2025	0	$0	0.0%	−6,802−100.0%	Sold out	Holders
Q3 2025	6,802	$134.8K	<0.1%	+6,802	New	Holders