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Beverly Hills Private Wealth, LLC: JMST position timeline

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

Beverly Hills Private Wealth, LLC held 5,496 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,496 shares
    Change vs previous 13F -7,277 shares

    0.05% of the 13F portfolio, value $280,302.

    13F-HR 0001965710-26-000005 filed by Beverly Hills Private Wealth, 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 12,773 shares
    Change vs previous 13F +2,485 shares

    0.11% of the 13F portfolio, value $651,169.

    13F-HR 0001085146-26-000375 filed by Beverly Hills Private Wealth, 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/A 10,288 shares
    Change vs previous 13F +3,144 shares

    0.09% of the 13F portfolio, value $524,071.

    13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private Wealth, 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 7,144 shares
    Change vs previous 13F -2,564 shares

    0.06% of the 13F portfolio, value $364,629.

    13F-HR 0001085146-25-005976 filed by Beverly Hills Private Wealth, 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 9,708 shares
    Change vs previous 13F +9,708 shares

    0.09% of the 13F portfolio, value $494,332.

    13F-HR 0001085146-25-004273 filed by Beverly Hills Private Wealth, 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 0 shares
    Change vs previous 13F -4,409 shares

    13F-HR 0001085146-25-002465 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 4,409 shares
    Change vs previous 13F -2,793 shares

    0.05% of the 13F portfolio, value $223,580.

    13F-HR 0001085146-25-001381 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,202 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $366,870.

    13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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