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Waverly Advisors, LLC: JMST position timeline

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

Waverly Advisors, LLC held 26,700 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 26,700 shares
    Change vs previous 13F +2,528 shares

    0.01% of the 13F portfolio, value $1,361,690.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 24,172 shares
    Change vs previous 13F +1,923 shares

    0.01% of the 13F portfolio, value $1,232,302.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 22,249 shares
    Change vs previous 13F +3,716 shares

    0.01% of the 13F portfolio, value $1,133,404.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 18,533 shares
    Change vs previous 13F +1,329 shares

    0.01% of the 13F portfolio, value $945,915.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 17,204 shares
    Change vs previous 13F +1,976 shares

    0.01% of the 13F portfolio, value $876,006.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 15,228 shares
    Change vs previous 13F +5,082 shares

    0.01% of the 13F portfolio, value $774,361.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 10,146 shares
    Change vs previous 13F +957 shares

    0.01% of the 13F portfolio, value $514,504.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 9,189 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $468,084.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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