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Disclosery

Avidian Wealth Enterprises, LLC: JMST position timeline

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

Avidian Wealth Enterprises, LLC held 227,414 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 227,414 shares
    Change vs previous 13F +9,082 shares

    0.32% of the 13F portfolio, value $11,498,069.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 218,332 shares
    Change vs previous 13F -27,863 shares

    0.31% of the 13F portfolio, value $11,134,919.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, 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 246,195 shares
    Change vs previous 13F -1,377 shares

    0.4% of the 13F portfolio, value $12,551,021.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 247,572 shares
    Change vs previous 13F -8,331 shares

    0.46% of the 13F portfolio, value $12,611,313.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 255,903 shares
    Change vs previous 13F -169,477 shares

    0.49% of the 13F portfolio, value $13,061,290.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 425,380 shares
    Change vs previous 13F -160,269 shares

    0.88% of the 13F portfolio, value $21,660,359.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 585,649 shares
    Change vs previous 13F +531,517 shares

    1.33% of the 13F portfolio, value $29,780,229.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 54,132 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,745,034.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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