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John Marshall Ban shares owned by True Wealth Design

Quarter-by-quarter ownership of John Marshall Ban (JMSB) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in John Marshall Ban

Tip: Access up to 7 years of quarterly data

All positions including John Marshall Ban held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in John Marshall Ban by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $20 1 20.00
2025-06-30 $19 1 19.00
2025-03-31 $34 2 17.00

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding John Marshall Ban

T. Rowe Price Investment Management
BlackRock
Vanguard Group
FJ Capital Management
Toth Financial Advisory Corporation
Evermay Wealth Management
Geode Capital Management
State Street Corporation
MAI Wealth Advisors
Brown Advisory Holdings Incorporated
Elizabeth Park Capital Advisors
Fourthstone
Cresset Asset Management
Northern Trust
Meridian Financial Partners

View all funds holding John Marshall Ban