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Disclosery

Kathleen S. Wright Associates Inc.: JMST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kathleen S. Wright Associates Inc. on JMST, newest first. How the timeline and the estimate are built.

Kathleen S. Wright Associates Inc. held 40,637 JMST shares at 2025-09-30 per its 13F-HR filed 2025-10-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 40,637 shares
    Change vs previous 13F -776 shares

    0.77% of the 13F portfolio, value $2,074,106.

    13F-HR 0001908433-25-000008 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 41,413 shares
    Change vs previous 13F -9 shares

    0.82% of the 13F portfolio, value $2,108,744.

    13F-HR 0001908433-25-000004 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 41,422 shares
    Change vs previous 13F -1,380 shares

    0.87% of the 13F portfolio, value $2,106,302.

    13F-HR 0002065807-25-000002 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 42,802 shares
    Change vs previous 13F -1,645 shares

    0.9% of the 13F portfolio, value $2,171,036.

    13F-HR 0001908433-25-000001 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 44,447 shares
    Change vs previous 13F +3 shares

    0.93% of the 13F portfolio, value $2,262,822.

    13F-HR 0001908433-24-000010 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 44,444 shares
    Change vs previous 13F +7,701 shares

    1.04% of the 13F portfolio, value $2,255,227.

    13F-HR 0001908433-24-000003 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 36,743 shares
    Change vs previous 13F +682 shares

    0.88% of the 13F portfolio, value $1,863,806.

    13F-HR 0001908433-24-000002 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 36,061 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,829,636.

    13F-HR 0001908433-24-000001 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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