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Phoenix Wealth Advisors: JMST position timeline

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

Phoenix Wealth Advisors held 261,094 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,094 shares
    Change vs previous 13F +56,128 shares

    4.49% of the 13F portfolio, value $13,315,806.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 204,966 shares
    Change vs previous 13F +18,068 shares

    4.13% of the 13F portfolio, value $10,449,146.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 186,898 shares
    Change vs previous 13F +2,200 shares

    3.66% of the 13F portfolio, value $9,520,562.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 184,698 shares
    Change vs previous 13F +2,052 shares

    3.62% of the 13F portfolio, value $9,427,002.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 182,646 shares
    Change vs previous 13F +2,013 shares

    3.89% of the 13F portfolio, value $9,300,337.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 180,633 shares
    Change vs previous 13F -1,764 shares

    4% of the 13F portfolio, value $9,185,174.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 182,397 shares
    Change vs previous 13F -1,905 shares

    4.01% of the 13F portfolio, value $9,249,341.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 184,302 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $9,388,344.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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