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Disclosery

Marion Wealth Management: JMST position timeline

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

Marion Wealth Management held 20,326 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 20,326 shares
    Change vs previous 13F +3,618 shares

    0.21% of the 13F portfolio, value $1,036,626.

    13F-HR 0001911097-26-000003 filed by Marion Wealth Management
    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 16,708 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $851,774.

    13F-HR 0001911097-26-000002 filed by Marion Wealth Management
    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 16,708 shares
    Change vs previous 13F +2,562 shares

    0.19% of the 13F portfolio, value $853,445.

    13F-HR 0001911097-26-000001 filed by Marion Wealth Management
    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 14,146 shares
    Change vs previous 13F +1,301 shares

    0.17% of the 13F portfolio, value $722,012.

    13F-HR 0001911097-25-000006 filed by Marion Wealth Management
    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 12,845 shares
    Change vs previous 13F +3,003 shares

    0.16% of the 13F portfolio, value $654,067.

    13F-HR 0001911097-25-000004 filed by Marion Wealth Management
    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 9,842 shares
    Change vs previous 13F +2,156 shares

    0.13% of the 13F portfolio, value $500,466.

    13F-HR 0001911097-25-000002 filed by Marion Wealth Management
    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 7,686 shares
    Change vs previous 13F +1,849 shares

    0.1% of the 13F portfolio, value $389,757.

    13F-HR 0001911097-25-000001 filed by Marion Wealth Management
    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 5,837 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $297,337.

    13F-HR 0001911097-24-000005 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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