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Core Wealth Advisors, Inc.: JMST position timeline

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

Core Wealth Advisors, Inc. held 24,743 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 24,743 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,261,893.

    13F-HR 0001770532-26-000004 filed by Core Wealth Advisors, Inc.
    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 24,743 shares
    Change vs previous 13F -1,013 shares

    0.3% of the 13F portfolio, value $1,261,398.

    13F-HR 0001770532-26-000003 filed by Core Wealth Advisors, Inc.
    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 25,756 shares
    Change vs previous 13F -41 shares

    0.34% of the 13F portfolio, value $1,312,016.

    13F-HR 0001770532-26-000002 filed by Core Wealth Advisors, Inc.
    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 25,797 shares
    Change vs previous 13F -3,856 shares

    0.34% of the 13F portfolio, value $1,316,660.

    13F-HR 0001770532-25-000009 filed by Core Wealth Advisors, Inc.
    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 29,653 shares
    Change vs previous 13F -4,223 shares

    0.43% of the 13F portfolio, value $1,509,928.

    13F-HR 0001770532-25-000005 filed by Core Wealth Advisors, Inc.
    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 33,876 shares
    Change vs previous 13F -1,776 shares

    0.55% of the 13F portfolio, value $1,722,605.

    13F-HR 0001770532-25-000004 filed by Core Wealth Advisors, Inc.
    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 35,652 shares
    Change vs previous 13F -2,019 shares

    0.6% of the 13F portfolio, value $1,807,888.

    13F-HR 0001770532-25-000001 filed by Core Wealth Advisors, Inc.
    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 37,671 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,918,961.

    13F-HR 0001770532-24-000006 filed by Core Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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