Englebert Financial Advisers, LLC JMBS β€” JANUS DETROIT STR TR

Ownership history in Englebert Financial Advisers, LLC  Β·  2 quarters on record

AI Ownership Summary

Englebert Financial Advisers, LLC reported JANUS DETROIT STR TR (JMBS) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 10.85% in 2026 Q1. The latest visible filing shows JMBS at 10.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Englebert Financial Advisers, LLC's position in JANUS DETROIT STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JMBS was reported at 10.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.85% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Englebert Financial Advisers, LLC held JMBS β€” position size vs. price
% of Fund (quarterly)    JMBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 211,241 +21,269 +11.2% 10.85% $9.5M 2026-04-22 $45.58
2025 Q4 INITIATED β€” β€” β€” 189,972 β€” β€” 9.93% $8.7M 2026-02-04 $45.25

FAQ About Englebert Financial Advisers, LLC and JMBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Englebert Financial Advisers, LLC reported owning JMBS?

Englebert Financial Advisers, LLC reported JMBS across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported JMBS position in Englebert Financial Advisers, LLC's portfolio?

The largest reported portfolio weight for JMBS was 10.85% in 2026 Q1.

What is the latest reported JMBS position on this page?

The most recent filing on this page is 2026 Q1, when Englebert Financial Advisers, LLC reported 211,241 shares, equal to 10.85% of portfolio, with an estimated market value of $9.5M.

What does the chart on this JMBS ownership page compare?

The chart compares Englebert Financial Advisers, LLC's quarterly JMBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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