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Summit Wealth Partners, LLC: JMST position timeline

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

Summit Wealth Partners, LLC held 46,003 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,003 shares
    Change vs previous 13F +201 shares

    0.33% of the 13F portfolio, value $2,346,153.

    13F-HR 0002033312-26-000003 filed by Summit 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 45,802 shares
    Change vs previous 13F +2,413 shares

    0.37% of the 13F portfolio, value $2,334,986.

    13F-HR 0002033312-26-000002 filed by Summit 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 43,389 shares
    Change vs previous 13F +7,015 shares

    0.41% of the 13F portfolio, value $2,210,236.

    13F-HR 0002033312-26-000001 filed by Summit 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 36,374 shares
    Change vs previous 13F +329 shares

    0.34% of the 13F portfolio, value $1,856,529.

    13F-HR 0002033312-25-000002 filed by Summit 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 36,045 shares
    Change vs previous 13F +11,315 shares

    0.35% of the 13F portfolio, value $1,835,411.

    13F-HR 0001085146-25-004784 filed by Summit 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 24,730 shares
    Change vs previous 13F +3,663 shares

    0.26% of the 13F portfolio, value $1,257,521.

    13F-HR 0001085146-25-002632 filed by Summit 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 21,067 shares
    Change vs previous 13F +8,588 shares

    0.22% of the 13F portfolio, value $1,068,308.

    13F-HR 0001085146-25-000501 filed by Summit 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 12,479 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $635,680.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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