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Jupiter Wealth Management LLC: MA position timeline

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

Jupiter Wealth Management LLC held 10,391 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,391 shares
    Change vs previous 13F +399 shares

    2.13% of the 13F portfolio, value $5,336,818.

    13F-HR 0001774207-26-000003 filed by Jupiter 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 9,992 shares
    Change vs previous 13F -999 shares

    1.94% of the 13F portfolio, value $4,902,475.

    13F-HR 0001774207-26-000002 filed by Jupiter 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 10,991 shares
    Change vs previous 13F +850 shares

    2.58% of the 13F portfolio, value $5,797,313.

    13F-HR 0001774207-26-000001 filed by Jupiter 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 10,141 shares
    Change vs previous 13F 0 shares

    2.73% of the 13F portfolio, value $5,768,302.

    13F-HR 0001774207-25-000006 filed by Jupiter 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 10,141 shares
    Change vs previous 13F -171 shares

    2.96% of the 13F portfolio, value $5,860,484.

    13F-HR 0001774207-25-000004 filed by Jupiter 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 10,312 shares
    Change vs previous 13F -549 shares

    3.66% of the 13F portfolio, value $6,047,060.

    13F-HR 0001774207-25-000003 filed by Jupiter 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 10,861 shares
    Change vs previous 13F +399 shares

    2.87% of the 13F portfolio, value $5,719,077.

    13F-HR 0001774207-25-000001 filed by Jupiter 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 10,462 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $5,166,136.

    13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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