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Choice Wealth Advisors LLC: JMTG position timeline

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

Choice Wealth Advisors LLC held 337,241 JMTG 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 337,241 shares
    Change vs previous 13F +12,655 shares

    6% of the 13F portfolio, value $17,091,377.

    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 324,586 shares
    Change vs previous 13F +8,913 shares

    6.5% of the 13F portfolio, value $16,553,881.

    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 315,673 shares
    Change vs previous 13F +3,703 shares

    6.37% of the 13F portfolio, value $16,118,247.

    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 311,970 shares
    Change vs previous 13F -619 shares

    6.82% of the 13F portfolio, value $15,910,475.

    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 312,589 shares
    Change vs previous 13F not available

    7.09% of the 13F portfolio, value $15,688,842.

    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).