Skip to content
Disclosery

MN Wealth Advisors, LLC: JEMA position timeline

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

MN Wealth Advisors, LLC held 4,701 JEMA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,701 shares
    Change vs previous 13F -81 shares

    0.13% of the 13F portfolio, value $300,312.

    13F-HR 0001992972-26-000004 filed by MN Wealth Advisors, 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 4,782 shares
    Change vs previous 13F -86 shares

    0.12% of the 13F portfolio, value $248,848.

    13F-HR 0001992972-26-000002 filed by MN Wealth Advisors, 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 4,868 shares
    Change vs previous 13F +14 shares

    0.12% of the 13F portfolio, value $238,560.

    13F-HR 0001992972-26-000001 filed by MN Wealth Advisors, 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 4,854 shares
    Change vs previous 13F -205 shares

    0.12% of the 13F portfolio, value $230,839.

    13F-HR 0001992972-25-000007 filed by MN Wealth Advisors, 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 5,059 shares
    Change vs previous 13F -11,480 shares

    0.13% of the 13F portfolio, value $217,817.

    13F-HR 0001992972-25-000005 filed by MN Wealth Advisors, 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 16,539 shares
    Change vs previous 13F -127,766 shares

    0.37% of the 13F portfolio, value $632,794.

    13F-HR 0001992972-25-000002 filed by MN Wealth Advisors, 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 144,305 shares
    Change vs previous 13F +6,732 shares

    3.04% of the 13F portfolio, value $5,398,450.

    13F-HR 0001992972-25-000001 filed by MN Wealth Advisors, 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 137,573 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $5,584,100.

    13F-HR 0001992972-24-000004 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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