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IAG Wealth Partners, LLC: JMST position timeline

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

IAG Wealth Partners, LLC held 39,631 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,631 shares
    Change vs previous 13F +81 shares

    0.2% of the 13F portfolio, value $2,021,176.

    13F-HR 0001104659-26-091831 filed by IAG Wealth Partners, 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 39,550 shares
    Change vs previous 13F +5,719 shares

    0.23% of the 13F portfolio, value $2,016,261.

    13F-HR 0001104659-26-051488 filed by IAG Wealth Partners, 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 33,831 shares
    Change vs previous 13F +5,604 shares

    0.2% of the 13F portfolio, value $1,723,354.

    13F-HR 0001104659-26-012592 filed by IAG Wealth Partners, 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 28,227 shares
    Change vs previous 13F -22,944 shares

    0.17% of the 13F portfolio, value $1,440,721.

    13F-HR 0001104659-25-109701 filed by IAG Wealth Partners, 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 51,171 shares
    Change vs previous 13F +29,605 shares

    0.34% of the 13F portfolio, value $2,605,628.

    13F-HR 0001104659-25-077455 filed by IAG Wealth Partners, 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 21,566 shares
    Change vs previous 13F +6,668 shares

    0.17% of the 13F portfolio, value $1,096,632.

    13F-HR 0001104659-25-035534 filed by IAG Wealth Partners, 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 14,898 shares
    Change vs previous 13F -3,904 shares

    0.13% of the 13F portfolio, value $755,478.

    13F-HR 0001104659-25-010787 filed by IAG Wealth Partners, 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 18,802 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $957,775.

    13F-HR 0001104659-24-112166 filed by IAG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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