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CAPTRUST FINANCIAL ADVISORS: JMST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on JMST, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 411,148 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 411,148 shares
    Change vs previous 13F +28,646 shares

    0.03% of the 13F portfolio, value $20,968,556.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 382,502 shares
    Change vs previous 13F +16,179 shares

    0.03% of the 13F portfolio, value $19,499,867.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 366,323 shares
    Change vs previous 13F +9,158 shares

    0.04% of the 13F portfolio, value $18,660,505.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 357,165 shares
    Change vs previous 13F +25,981 shares

    0.04% of the 13F portfolio, value $18,229,686.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 331,184 shares
    Change vs previous 13F +39,473 shares

    0.04% of the 13F portfolio, value $16,863,905.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 291,711 shares
    Change vs previous 13F +68,542 shares

    0.04% of the 13F portfolio, value $14,833,497.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 223,169 shares
    Change vs previous 13F -76,373 shares

    0.03% of the 13F portfolio, value $11,316,924.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 299,542 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,258,658.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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