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Brown Wealth Management, LLC

SEC CIK
0001987005
Latest filing
Jul 20, 2026

JBTM holding history

JBT Marel Corp in every 13F filed by Brown Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JBTM overviewAll 13F holders of JBTMFull Q2 2026 holdings

Shares (Q2 2026)
8,832
Value
$1.28M
% of portfolio
0.3%
Quarters held
4
Since Q3 2025
Holdings of JBTM by Brown Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,832$1.28M0.3%00.0%UnchangedHolders
Q1 20268,832$1.13M0.3%−3,691−29.5%ReducedHolders
Q4 202512,523$1.89M0.5%−3,999−24.2%ReducedHolders
Q3 202516,522$2.32M0.7%+16,522NewHolders