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Apex Wealth Management, LLC: JMST position timeline

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

Apex Wealth Management, LLC held 143,272 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,272 shares
    Change vs previous 13F +1,558 shares

    4.46% of the 13F portfolio, value $7,306,876.

    13F-HR 0001951757-26-001214 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 141,714 shares
    Change vs previous 13F +111,364 shares

    4.96% of the 13F portfolio, value $7,224,571.

    13F-HR 0001951757-26-000606 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 30,350 shares
    Change vs previous 13F -110,112 shares

    1.57% of the 13F portfolio, value $1,549,049.

    13F-HR 0001951757-26-000301 filed by Apex Wealth Management, 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 140,462 shares
    Change vs previous 13F +9,815 shares

    5.13% of the 13F portfolio, value $7,169,176.

    13F-HR 0001951757-25-001187 filed by Apex Wealth Management, 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 130,647 shares
    Change vs previous 13F +503 shares

    5.34% of the 13F portfolio, value $6,652,549.

    13F-HR 0001951757-25-001052 filed by Apex Wealth Management, 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 130,144 shares
    Change vs previous 13F +74,222 shares

    5.95% of the 13F portfolio, value $6,617,844.

    13F-HR 0001951757-25-000478 filed by Apex Wealth Management, 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 55,922 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $2,835,808.

    13F-HR 0001951757-25-000265 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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