Skip to content
Disclosery

Daner Wealth Management, LLC: JPST position timeline

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

Daner Wealth Management, LLC held 21,419 JPST 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 21,419 shares
    Change vs previous 13F -725 shares

    0.59% of the 13F portfolio, value $1,081,229.

    13F-HR 0001956649-26-000003 filed by Daner Wealth Management, 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 22,144 shares
    Change vs previous 13F -36 shares

    0.66% of the 13F portfolio, value $1,118,285.

    13F-HR 0001956649-26-000002 filed by Daner Wealth Management, 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 22,180 shares
    Change vs previous 13F +295 shares

    0.69% of the 13F portfolio, value $1,124,060.

    13F-HR 0001956649-26-000001 filed by Daner Wealth Management, 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 21,885 shares
    Change vs previous 13F +236 shares

    0.72% of the 13F portfolio, value $1,110,206.

    13F-HR 0001956649-25-000006 filed by Daner Wealth Management, 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 21,649 shares
    Change vs previous 13F -8,960 shares

    0.76% of the 13F portfolio, value $1,095,662.

    13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 30,609 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,548,530.

    13F-HR 0001956649-25-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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