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CCG WEALTH MANAGEMENT, LLC: JMST position timeline

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

CCG WEALTH MANAGEMENT, LLC held 65,597 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 65,597 shares
    Change vs previous 13F +9,140 shares

    0.78% of the 13F portfolio, value $3,345,447.

    13F-HR 0001951757-26-001141 filed by CCG WEALTH MANAGEMENT, 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 56,457 shares
    Change vs previous 13F +1,969 shares

    0.78% of the 13F portfolio, value $2,878,178.

    13F-HR 0001951757-26-000541 filed by CCG 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 ended2025-12-31
    13F 54,488 shares
    Change vs previous 13F +1,206 shares

    1.19% of the 13F portfolio, value $2,775,619.

    13F-HR 0001951757-26-000259 filed by CCG 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 ended2025-09-30
    13F 53,282 shares
    Change vs previous 13F +2,173 shares

    1.28% of the 13F portfolio, value $2,719,513.

    13F-HR 0001951757-25-001235 filed by CCG 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 ended2025-06-30
    13F 51,109 shares
    Change vs previous 13F +792 shares

    1.37% of the 13F portfolio, value $2,602,471.

    13F-HR 0001951757-25-000959 filed by CCG 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 ended2025-03-31
    13F 50,317 shares
    Change vs previous 13F +14,062 shares

    1.53% of the 13F portfolio, value $2,558,619.

    13F-HR 0001951757-25-000400 filed by CCG 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 ended2024-12-31
    13F 36,255 shares
    Change vs previous 13F +5,598 shares

    1.02% of the 13F portfolio, value $1,838,491.

    13F-HR 0001951757-25-000121 filed by CCG WEALTH MANAGEMENT, 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 30,657 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,561,668.

    13F-HR 0001951757-24-001028 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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