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Disclosery

Transform Wealth, LLC: JMST position timeline

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

Transform Wealth, LLC held 108,104 JMST shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 108,104 shares
    Change vs previous 13F -203,764 shares

    0.33% of the 13F portfolio, value $5,497,088.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 311,868 shares
    Change vs previous 13F +120,483 shares

    0.88% of the 13F portfolio, value $15,853,539.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 191,385 shares
    Change vs previous 13F +106,142 shares

    0.65% of the 13F portfolio, value $9,749,152.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 85,243 shares
    Change vs previous 13F -48,512 shares

    0.32% of the 13F portfolio, value $4,325,657.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 133,755 shares
    Change vs previous 13F +68,870 shares

    0.64% of the 13F portfolio, value $6,786,729.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 64,885 shares
    Change vs previous 13F +16,489 shares

    0.32% of the 13F portfolio, value $3,300,064.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 48,396 shares
    Change vs previous 13F -38,036 shares

    0.26% of the 13F portfolio, value $2,441,579.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 86,432 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,377,782.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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