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HB Wealth Management, LLC: JMST position timeline

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

HB Wealth Management, LLC held 3,268,293 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,268,293 shares
    Change vs previous 13F +716,311 shares

    0.94% of the 13F portfolio, value $166,682,971.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 2,551,982 shares
    Change vs previous 13F +374,070 shares

    0.84% of the 13F portfolio, value $130,100,054.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 2,177,912 shares
    Change vs previous 13F +444,793 shares

    0.72% of the 13F portfolio, value $110,942,878.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 1,733,119 shares
    Change vs previous 13F +1,099,860 shares

    0.6% of the 13F portfolio, value $88,458,395.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 633,259 shares
    Change vs previous 13F -6,697 shares

    0.26% of the 13F portfolio, value $32,245,588.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 639,956 shares
    Change vs previous 13F +59,415 shares

    0.27% of the 13F portfolio, value $32,541,765.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 580,541 shares
    Change vs previous 13F +463,452 shares

    0.3% of the 13F portfolio, value $29,439,267.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 117,089 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,964,544.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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