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Great Point Wealth Advisors, LLC: JMST position timeline

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

Great Point Wealth Advisors, LLC held 161,685 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,685 shares
    Change vs previous 13F -1,270 shares

    1.33% of the 13F portfolio, value $8,245,940.

    13F-HR 0001760304-26-000005 filed by Great Point 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 162,955 shares
    Change vs previous 13F +985 shares

    1.53% of the 13F portfolio, value $8,307,469.

    13F-HR 0001760304-26-000004 filed by Great Point 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 161,970 shares
    Change vs previous 13F +23,030 shares

    1.51% of the 13F portfolio, value $8,250,747.

    13F-HR 0001760304-26-000002 filed by Great Point 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 138,940 shares
    Change vs previous 13F -17,747 shares

    1.33% of the 13F portfolio, value $7,091,472.

    13F-HR 0001760304-25-000007 filed by Great Point 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 ended2025-03-31
    13F 156,687 shares
    Change vs previous 13F +92 shares

    1.72% of the 13F portfolio, value $7,967,542.

    13F-HR 0001760304-25-000003 filed by Great Point 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 ended2024-12-31
    13F 156,595 shares
    Change vs previous 13F +2,248 shares

    1.74% of the 13F portfolio, value $7,940,924.

    13F-HR 0001760304-25-000002 filed by Great Point 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 ended2024-09-30
    13F 154,347 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $7,862,418.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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