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Peterson Wealth Advisors, LLC: JMST position timeline

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

Peterson Wealth Advisors, LLC held 26,813 JMST shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,813 shares
    Change vs previous 13F -9,320 shares

    0.16% of the 13F portfolio, value $1,355,658.

    13F-HR 0002085853-26-001111 filed by Peterson Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,133 shares
    Change vs previous 13F +12,142 shares

    0.22% of the 13F portfolio, value $1,842,784.

    13F-HR 0002085853-26-000972 filed by Peterson 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 ended2026-03-31
    13F 23,991 shares
    Change vs previous 13F -1,390 shares

    0.16% of the 13F portfolio, value $1,223,060.

    13F-HR 0002085853-26-000306 filed by Peterson 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 ended2025-12-31
    13F 25,381 shares
    Change vs previous 13F -2,585 shares

    0.17% of the 13F portfolio, value $1,292,910.

    13F-HR 0002085853-26-000021 filed by Peterson 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 ended2025-09-30
    13F 27,966 shares
    Change vs previous 13F -50 shares

    0.21% of the 13F portfolio, value $1,424,170.

    13F-HR 0002085853-25-000042 filed by Peterson 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 ended2025-06-30
    13F 28,016 shares
    Change vs previous 13F +16,497 shares

    0.24% of the 13F portfolio, value $1,426,550.

    13F-HR 0001667731-25-000728 filed by Peterson 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 ended2025-03-31
    13F 11,519 shares
    Change vs previous 13F +597 shares

    0.11% of the 13F portfolio, value $583,148.

    13F-HR 0001667731-25-000558 filed by Peterson 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 ended2024-12-31
    13F 10,922 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $553,970.

    13F-HR 0001667731-25-000049 filed by Peterson Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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