JMN Financial LLC historic quarter change: USA Bonds: Other Debt, Reduced
In other debt filed by principal amount (debentures, bonds) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, JMN Financial LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2113267), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| OFC FINANCIAL PLANNING, LLC | United States | $0.102B | 57 |
| Gem Investment Advisors, LLC | United States | $0.102B | 35 |
| Independent Wealth Advisors LLC | United States | $0.102B | 70 |
| Marble Bar Asset Management LLP | United Kingdom | $0.102B | 30 |
| Brown University | United States | $0.102B | 11 |
| Wisconsin Wealth Advisors, LLC | United States | $0.102B | 84 |
| Independent Order of Foresters | Canada | $0.102B | 2 |
| MKD WEALTH COACHES, LLC | United States | $0.102B | 28 |
| Green Alpha Advisors, LLC | United States | $0.102B | 107 |
| JBGlobal.com LLC | United States | $0.102B | 27 |