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Vertex Planning Partners, LLC: JMST position timeline

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

Vertex Planning Partners, LLC held 157,816 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,816 shares
    Change vs previous 13F +1,416 shares

    1.2% of the 13F portfolio, value $8,048,616.

    13F-HR 0001942341-26-000004 filed by Vertex Planning 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 156,400 shares
    Change vs previous 13F +72,670 shares

    1.55% of the 13F portfolio, value $7,973,272.

    13F-HR 0001942341-26-000003 filed by Vertex Planning 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 83,730 shares
    Change vs previous 13F +7,762 shares

    0.99% of the 13F portfolio, value $4,265,206.

    13F-HR 0001942341-26-000001 filed by Vertex Planning 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 75,968 shares
    Change vs previous 13F +19,526 shares

    0.74% of the 13F portfolio, value $3,877,407.

    13F-HR 0002085853-25-000286 filed by Vertex Planning 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 56,442 shares
    Change vs previous 13F +5,434 shares

    0.6% of the 13F portfolio, value $2,874,027.

    13F-HR 0001667731-25-001110 filed by Vertex Planning 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 51,008 shares
    Change vs previous 13F +2,483 shares

    0.57% of the 13F portfolio, value $2,593,757.

    13F-HR 0001667731-25-000634 filed by Vertex Planning 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 48,525 shares
    Change vs previous 13F -1,316 shares

    0.54% of the 13F portfolio, value $2,460,703.

    13F-HR 0001667731-25-000244 filed by Vertex Planning 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 49,841 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,538,901.

    13F-HR 0001942341-24-000008 filed by Vertex Planning Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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