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Choice Wealth Advisors LLC: JMEE position timeline

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

Choice Wealth Advisors LLC held 31,697 JMEE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,697 shares
    Change vs previous 13F -4,486 shares

    0.87% of the 13F portfolio, value $2,473,322.

    13F-HR 0001951757-26-000980 filed by Choice Wealth Advisors 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 36,183 shares
    Change vs previous 13F -121,406 shares

    0.95% of the 13F portfolio, value $2,415,943.

    13F-HR 0001951757-26-000556 filed by Choice Wealth Advisors 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 157,589 shares
    Change vs previous 13F +195 shares

    4.01% of the 13F portfolio, value $10,145,610.

    13F-HR 0001951757-26-000035 filed by Choice Wealth Advisors 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 157,394 shares
    Change vs previous 13F +807 shares

    4.28% of the 13F portfolio, value $9,983,507.

    13F-HR 0001951757-25-001283 filed by Choice Wealth Advisors 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 156,587 shares
    Change vs previous 13F +2,643 shares

    4.19% of the 13F portfolio, value $9,271,525.

    13F-HR 0001951757-25-000576 filed by Choice Wealth Advisors 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 153,944 shares
    Change vs previous 13F +5,583 shares

    4.49% of the 13F portfolio, value $8,617,794.

    13F-HR 0001951757-25-000287 filed by Choice Wealth Advisors 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 148,361 shares
    Change vs previous 13F -1,031 shares

    4.58% of the 13F portfolio, value $8,971,399.

    13F-HR 0001951757-25-000047 filed by Choice Wealth Advisors 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 149,392 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $9,106,936.

    13F-HR 0001951757-24-000968 filed by Choice Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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