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StrongBox Wealth, LLC: JMST position timeline

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

StrongBox Wealth, LLC held 126,661 JMST shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,661 shares
    Change vs previous 13F +9,537 shares

    1.84% of the 13F portfolio, value $6,459,723.

    13F-HR 0001812155-26-000002 filed by StrongBox 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 117,124 shares
    Change vs previous 13F +13,208 shares

    1.91% of the 13F portfolio, value $5,970,990.

    13F-HR 0001172661-26-001636 filed by StrongBox 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 103,916 shares
    Change vs previous 13F +9,009 shares

    1.74% of the 13F portfolio, value $5,293,493.

    13F-HR 0001172661-26-000233 filed by StrongBox 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 94,907 shares
    Change vs previous 13F +6,704 shares

    1.64% of the 13F portfolio, value $4,844,053.

    13F-HR 0001172661-25-004182 filed by StrongBox 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 88,203 shares
    Change vs previous 13F +12,655 shares

    1.7% of the 13F portfolio, value $4,491,297.

    13F-HR 0001172661-25-002507 filed by StrongBox 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 75,548 shares
    Change vs previous 13F +9,825 shares

    1.6% of the 13F portfolio, value $3,841,616.

    13F-HR 0001172661-25-001754 filed by StrongBox 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 65,723 shares
    Change vs previous 13F +17,123 shares

    1.41% of the 13F portfolio, value $3,332,813.

    13F-HR 0001172661-25-000188 filed by StrongBox 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 48,600 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,475,684.

    13F-HR 0001172661-24-004566 filed by StrongBox Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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