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Disclosery

Principle Wealth Partners LLC: JMST position timeline

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

Principle Wealth Partners LLC held 291,500 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 291,500 shares
    Change vs previous 13F +67,774 shares

    0.73% of the 13F portfolio, value $14,866,485.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 223,726 shares
    Change vs previous 13F +756 shares

    0.65% of the 13F portfolio, value $11,405,551.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 222,970 shares
    Change vs previous 13F +2,944 shares

    0.64% of the 13F portfolio, value $11,358,093.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 220,026 shares
    Change vs previous 13F +22,761 shares

    0.65% of the 13F portfolio, value $11,230,133.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 197,265 shares
    Change vs previous 13F -37,149 shares

    0.63% of the 13F portfolio, value $10,044,715.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 234,414 shares
    Change vs previous 13F -56,552 shares

    0.85% of the 13F portfolio, value $11,919,965.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 290,966 shares
    Change vs previous 13F -8,341 shares

    1.04% of the 13F portfolio, value $14,754,911.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 299,307 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $15,246,688.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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