TFO Wealth Partners, LLC: JMST position timeline

TFO Wealth Partners, LLC held 492,234 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 492,234 shares

   Change vs previous 13F +34,293 shares

   2.73% of the 13F portfolio, value $25,103,936.

   13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 457,941 shares

   Change vs previous 13F +115,230 shares

   3.17% of the 13F portfolio, value $23,345,842.

   13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 342,711 shares

   Change vs previous 13F +279,117 shares

   2.61% of the 13F portfolio, value $17,457,713.

   13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 63,594 shares

   Change vs previous 13F +4,386 shares

   0.53% of the 13F portfolio, value $3,245,827.

   13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 59,208 shares

   Change vs previous 13F not available

   0.53% of the 13F portfolio, value $3,014,849.

   13F-HR 0001085146-25-004675 filed by TFO Wealth Partners, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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