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Philip James Wealth Mangement, LLC: JMST position timeline

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

Philip James Wealth Mangement, LLC held 23,298 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,298 shares
    Change vs previous 13F -766 shares

    0.13% of the 13F portfolio, value $1,188,201.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 24,064 shares
    Change vs previous 13F -22,217 shares

    0.14% of the 13F portfolio, value $1,226,780.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 46,281 shares
    Change vs previous 13F +294 shares

    0.27% of the 13F portfolio, value $2,357,551.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 45,987 shares
    Change vs previous 13F +12,339 shares

    0.27% of the 13F portfolio, value $2,347,196.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 33,648 shares
    Change vs previous 13F +108 shares

    0.22% of the 13F portfolio, value $1,713,339.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 33,540 shares
    Change vs previous 13F +3,316 shares

    0.21% of the 13F portfolio, value $1,705,507.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 30,224 shares
    Change vs previous 13F +3,064 shares

    0.2% of the 13F portfolio, value $1,532,678.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 27,160 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,383,522.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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