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
- period ended2026-06-3013F 126,661 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 117,124 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 103,916 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 94,907 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 88,203 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 75,548 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 65,723 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 48,600 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).