AXXCESS WEALTH MANAGEMENT, LLC: JMST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AXXCESS WEALTH MANAGEMENT, LLC on JMST, newest first. How the timeline and the estimate are built.
AXXCESS WEALTH MANAGEMENT, LLC held 337,670 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 337,670 sharesChange vs previous 13F -45,594 shares
0.27% of the 13F portfolio, value $17,221,155.
13F-HR 0001951757-26-001071 filed by AXXCESS 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 383,264 sharesChange vs previous 13F +59,934 shares
0.63% of the 13F portfolio, value $19,538,828.
13F-HR 0001951757-26-000760 filed by AXXCESS 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/A 323,330 sharesChange vs previous 13F +39,033 shares
0.29% of the 13F portfolio, value $16,470,424.
13F-HR/A 0001951757-26-000480 filed by AXXCESS 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 284,297 sharesChange vs previous 13F +21,019 shares
0.31% of the 13F portfolio, value $14,510,528.
13F-HR 0001951757-25-001345 filed by AXXCESS 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 263,278 sharesChange vs previous 13F +103,702 shares
0.32% of the 13F portfolio, value $13,406,133.
13F-HR 0001951757-25-000970 filed by AXXCESS 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 159,576 sharesChange vs previous 13F +23,444 shares
0.22% of the 13F portfolio, value $8,114,438.
13F-HR 0001951757-25-000486 filed by AXXCESS 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 136,132 sharesChange vs previous 13F -5,543 shares
0.17% of the 13F portfolio, value $6,903,266.
13F-HR 0001951757-25-000224 filed by AXXCESS 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 141,675 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $7,216,924.
13F-HR 0001951757-24-001150 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).