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Laurel Wealth Planning LLC: JMST position timeline

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

Laurel Wealth Planning LLC held 53,505 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,505 shares
    Change vs previous 13F -2,496 shares

    1.21% of the 13F portfolio, value $2,728,755.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 56,001 shares
    Change vs previous 13F +1,233 shares

    1.51% of the 13F portfolio, value $2,854,931.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 54,768 shares
    Change vs previous 13F +2,277 shares

    1.55% of the 13F portfolio, value $2,789,882.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 52,491 shares
    Change vs previous 13F +2,383 shares

    1.42% of the 13F portfolio, value $2,679,141.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 50,108 shares
    Change vs previous 13F +1,194 shares

    1.45% of the 13F portfolio, value $2,551,500.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 48,914 shares
    Change vs previous 13F +7,848 shares

    1.65% of the 13F portfolio, value $2,487,277.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 41,066 shares
    Change vs previous 13F +3,343 shares

    1.34% of the 13F portfolio, value $2,082,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning 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 37,723 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,922,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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