GRIMES & Co WEALTH MANAGEMENT, LLC: JMST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRIMES & Co WEALTH MANAGEMENT, LLC on JMST, newest first. How the timeline and the estimate are built.
GRIMES & Co WEALTH MANAGEMENT, LLC held 7,687 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 7,687 sharesChange vs previous 13F -210 shares
0.01% of the 13F portfolio, value $392,030.
13F-HR 0001321993-26-000005 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,897 sharesChange vs previous 13F -1,010,482 shares
0.01% of the 13F portfolio, value $402,605.
13F-HR 0001321993-26-000004 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,018,379 sharesChange vs previous 13F -32,514 shares
1.24% of the 13F portfolio, value $51,876,216.
13F-HR 0001321993-26-000003 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,050,893 sharesChange vs previous 13F -38,877 shares
1.32% of the 13F portfolio, value $53,637,559.
13F-HR 0001321993-25-000009 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,089,770 sharesChange vs previous 13F not available
1.51% of the 13F portfolio, value $55,491,063.
13F-HR 0001321993-25-000008 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).