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Integrated Wealth Concepts LLC: JMST position timeline

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

Integrated Wealth Concepts LLC held 590,310 JMST shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 590,310 shares
    Change vs previous 13F -22,772 shares

    0.2% of the 13F portfolio, value $30,105,815.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 613,082 shares
    Change vs previous 13F +200,236 shares

    0.25% of the 13F portfolio, value $31,254,945.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 412,846 shares
    Change vs previous 13F -187,126 shares

    0.25% of the 13F portfolio, value $21,030,355.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 599,972 shares
    Change vs previous 13F +173,756 shares

    0.27% of the 13F portfolio, value $30,622,551.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 426,216 shares
    Change vs previous 13F -10,505 shares

    0.22% of the 13F portfolio, value $21,702,917.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 436,721 shares
    Change vs previous 13F -51,018 shares

    0.26% of the 13F portfolio, value $22,207,272.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 487,739 shares
    Change vs previous 13F +71,714 shares

    0.29% of the 13F portfolio, value $24,733,217.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 416,025 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $21,192,341.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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