SFG Wealth Management, LLC.: JMST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFG Wealth Management, LLC. on JMST, newest first. How the timeline and the estimate are built.
SFG Wealth Management, LLC. held 0 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -8,613 shares
13F-HR 0001908914-26-000005 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 8,613 sharesChange vs previous 13F -14,302 shares
0.18% of the 13F portfolio, value $439,088.
13F-HR 0001908914-26-000003 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,915 sharesChange vs previous 13F -2,549 shares
0.46% of the 13F portfolio, value $1,167,270.
13F-HR 0001908914-26-000002 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,464 sharesChange vs previous 13F +25,464 shares
0.56% of the 13F portfolio, value $1,299,674.
13F-HR 0001908914-25-000005 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -9,422 shares
13F-HR 0001085146-25-002300 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 9,422 sharesChange vs previous 13F -9,687 shares
0.25% of the 13F portfolio, value $477,765.
13F-HR 0001085146-25-000281 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,109 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $973,411.
13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).