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Aletheian Wealth Advisors LLC: JMST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aletheian Wealth Advisors LLC on JMST, newest first. How the timeline and the estimate are built.

Aletheian Wealth Advisors LLC held 11,376 JMST shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,376 shares
    Change vs previous 13F +476 shares

    0.23% of the 13F portfolio, value $575,171.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,900 shares
    Change vs previous 13F +168 shares

    0.24% of the 13F portfolio, value $555,900.

    13F-HR 0002085853-26-000663 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 10,732 shares
    Change vs previous 13F -1,558 shares

    0.27% of the 13F portfolio, value $547,117.

    13F-HR 0002085853-26-000305 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,290 shares
    Change vs previous 13F +50 shares

    0.29% of the 13F portfolio, value $627,282.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,240 shares
    Change vs previous 13F +6,667 shares

    0.31% of the 13F portfolio, value $623,261.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,573 shares
    Change vs previous 13F +766 shares

    0.16% of the 13F portfolio, value $283,387.

    13F-HR 0001667731-25-000380 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,807 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $243,763.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).