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SkyOak Wealth, LLC: JMST position timeline

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

SkyOak Wealth, LLC held 72,890 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,890 shares
    Change vs previous 13F +5,568 shares

    0.61% of the 13F portfolio, value $3,717,390.

    13F-HR 0001800379-26-000003 filed by SkyOak Wealth, 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 67,322 shares
    Change vs previous 13F -26,419 shares

    0.63% of the 13F portfolio, value $3,432,076.

    13F-HR 0001800379-26-000002 filed by SkyOak Wealth, 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 93,741 shares
    Change vs previous 13F +6,143 shares

    0.86% of the 13F portfolio, value $4,775,167.

    13F-HR 0001800379-26-000001 filed by SkyOak Wealth, 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 87,598 shares
    Change vs previous 13F -392 shares

    0.84% of the 13F portfolio, value $4,471,002.

    13F-HR 0001800379-25-000006 filed by SkyOak Wealth, 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 87,990 shares
    Change vs previous 13F +28,968 shares

    0.9% of the 13F portfolio, value $4,480,451.

    13F-HR 0001800379-25-000004 filed by SkyOak Wealth, 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 59,022 shares
    Change vs previous 13F -9,885 shares

    0.66% of the 13F portfolio, value $3,001,269.

    13F-HR 0001800379-25-000002 filed by SkyOak Wealth, 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 68,907 shares
    Change vs previous 13F +14,528 shares

    0.75% of the 13F portfolio, value $3,494,274.

    13F-HR 0001800379-25-000001 filed by SkyOak Wealth, 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 54,379 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,770,066.

    13F-HR 0001800379-24-000006 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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