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WCG Wealth Advisors LLC: JMST position timeline

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

WCG Wealth Advisors LLC held 442,140 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 442,140 shares
    Change vs previous 13F -83,818 shares

    0.53% of the 13F portfolio, value $22,549,134.

    13F-HR 0001855713-26-000006 filed by WCG Wealth 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 525,958 shares
    Change vs previous 13F +32,908 shares

    0.75% of the 13F portfolio, value $26,813,338.

    13F-HR 0001855713-26-000004 filed by WCG Wealth 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 493,050 shares
    Change vs previous 13F +356,972 shares

    0.7% of the 13F portfolio, value $25,116,144.

    13F-HR 0001855713-26-000003 filed by WCG Wealth 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 136,078 shares
    Change vs previous 13F -40,384 shares

    0.44% of the 13F portfolio, value $6,945,394.

    13F-HR 0001855713-25-000008 filed by WCG Wealth 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 176,462 shares
    Change vs previous 13F +56,607 shares

    0.58% of the 13F portfolio, value $8,985,440.

    13F-HR 0001855713-25-000007 filed by WCG Wealth 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/A 119,855 shares
    Change vs previous 13F -17,213 shares

    0.46% of the 13F portfolio, value $6,094,663.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth 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 137,068 shares
    Change vs previous 13F +466 shares

    0.46% of the 13F portfolio, value $6,951,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth 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 136,602 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,959,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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