Able Wealth Management LLC: JMST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Able Wealth Management LLC on JMST, newest first. How the timeline and the estimate are built.
Able Wealth Management LLC held 88,291 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 88,291 sharesChange vs previous 13F -25,260 shares
1.03% of the 13F portfolio, value $4,502,839.
13F-HR 0002085853-26-000903 filed by Able Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 113,551 sharesChange vs previous 13F +17,084 shares
1.55% of the 13F portfolio, value $5,788,833.
13F-HR 0002085853-26-000500 filed by Able Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 96,467 sharesChange vs previous 13F +31,840 shares
1.55% of the 13F portfolio, value $4,914,051.
13F-HR 0002085853-26-000105 filed by Able Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 64,627 sharesChange vs previous 13F +26,206 shares
1.24% of the 13F portfolio, value $3,298,573.
13F-HR 0002085853-25-000084 filed by Able Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 38,421 sharesChange vs previous 13F +7,501 shares
0.99% of the 13F portfolio, value $1,956,377.
13F-HR 0001667731-25-001052 filed by Able Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,920 sharesChange vs previous 13F +3,858 shares
0.93% of the 13F portfolio, value $1,572,284.
13F-HR 0001667731-25-000545 filed by Able Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,062 sharesChange vs previous 13F +4,319 shares
0.9% of the 13F portfolio, value $1,372,293.
13F-HR 0001667731-25-000199 filed by Able Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,743 sharesChange vs previous 13F not available
0.88% of the 13F portfolio, value $1,158,568.
13F-HR 0002011908-24-000004 filed by Able Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).