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Disclosery

Causey Wealth LLC: JMST position timeline

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

Causey Wealth LLC held 50,980 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,980 shares
    Change vs previous 13F +15,393 shares

    1.02% of the 13F portfolio, value $2,600,004.

    13F-HR 0002132639-26-000011 filed by Causey 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 35,587 shares
    Change vs previous 13F +14,480 shares

    0.77% of the 13F portfolio, value $1,814,244.

    13F-HR 0002132639-26-000004 filed by Causey 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 21,107 shares
    Change vs previous 13F +6,988 shares

    0.49% of the 13F portfolio, value $1,075,171.

    13F-HR 0002132639-26-000002 filed by Causey 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 14,119 shares
    Change vs previous 13F -1,108 shares

    0.35% of the 13F portfolio, value $720,621.

    13F-HR 0002132639-26-000008 filed by Causey 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 15,227 shares
    Change vs previous 13F +1,513 shares

    0.4% of the 13F portfolio, value $775,359.

    13F-HR 0002132639-26-000007 filed by Causey 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 13,714 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $697,357.

    13F-HR 0002132639-26-000006 filed by Causey Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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