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Disclosery

Carter Financial, LLC: JMST position timeline

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

Carter Financial, LLC held 40,016 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 40,016 shares
    Change vs previous 13F +507 shares

    1.53% of the 13F portfolio, value $2,040,816.

    13F-HR 0001172661-26-003410 filed by Carter Financial, 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 39,509 shares
    Change vs previous 13F +28,817 shares

    1.75% of the 13F portfolio, value $2,014,169.

    13F-HR 0001172661-26-001814 filed by Carter Financial, 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 10,692 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $544,650.

    13F-HR 0001172661-26-001353 filed by Carter Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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