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Lifelong Wealth Advisors, Inc.: JMST position timeline

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

Lifelong Wealth Advisors, Inc. held 8,072 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,072 shares
    Change vs previous 13F -5,151 shares

    0.1% of the 13F portfolio, value $411,672.

    13F-HR 0001725547-26-000233 filed by Lifelong Wealth Advisors, Inc.
    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 13,223 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $674,109.

    13F-HR 0001725547-26-000133 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 13,223 shares
    Change vs previous 13F -400 shares

    0.18% of the 13F portfolio, value $673,580.

    13F-HR 0001725547-26-000009 filed by Lifelong Wealth Advisors, Inc.
    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 13,623 shares
    Change vs previous 13F -642 shares

    0.21% of the 13F portfolio, value $695,318.

    13F-HR 0001725547-25-004186 filed by Lifelong Wealth Advisors, Inc.
    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 14,265 shares
    Change vs previous 13F -6,546 shares

    0.24% of the 13F portfolio, value $726,374.

    13F-HR 0001725547-25-003381 filed by Lifelong Wealth Advisors, Inc.
    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 20,811 shares
    Change vs previous 13F -2,654 shares

    0.5% of the 13F portfolio, value $1,058,239.

    13F-HR 0001725547-25-001450 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 23,465 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,189,889.

    13F-HR 0001221073-25-000033 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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