Skip to content
Disclosery

Capital Advisors Wealth Management, LLC: JMST position timeline

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

Capital Advisors Wealth Management, LLC held 172,493 JMST shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 172,493 shares
    Change vs previous 13F +42,353 shares

    0.98% of the 13F portfolio, value $8,721,224.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 130,140 shares
    Change vs previous 13F -8,843 shares

    0.78% of the 13F portfolio, value $6,637,144.

    13F-HR 0001824700-26-000004 filed by Capital Advisors 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 ended2026-03-31
    13F 138,983 shares
    Change vs previous 13F +37,615 shares

    0.95% of the 13F portfolio, value $7,085,361.

    13F-HR 0001824700-26-000002 filed by Capital Advisors 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 ended2025-12-31
    13F 101,368 shares
    Change vs previous 13F +87,485 shares

    0.7% of the 13F portfolio, value $5,163,666.

    13F-HR 0001824700-26-000001 filed by Capital Advisors 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 ended2025-09-30
    13F 13,883 shares
    Change vs previous 13F +5,640 shares

    0.1% of the 13F portfolio, value $708,591.

    13F-HR 0001824700-25-000004 filed by Capital Advisors 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 ended2025-06-30
    13F 8,243 shares
    Change vs previous 13F +1,827 shares

    0.07% of the 13F portfolio, value $419,758.

    13F-HR 0001085146-25-005039 filed by Capital Advisors 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 ended2025-03-31
    13F 6,416 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $326,252.

    13F-HR 0001085146-25-002324 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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