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Evensky & Katz LLC: JPST position timeline

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

Evensky & Katz LLC held 547,556 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 547,556 shares
    Change vs previous 13F +3,771 shares

    1.43% of the 13F portfolio, value $27,690,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 543,785 shares
    Change vs previous 13F +18,106 shares

    1.57% of the 13F portfolio, value $27,521,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 525,679 shares
    Change vs previous 13F +19,694 shares

    1.5% of the 13F portfolio, value $26,594,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 505,985 shares
    Change vs previous 13F +20,279 shares

    1.49% of the 13F portfolio, value $25,669,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 485,706 shares
    Change vs previous 13F +9,286 shares

    1.5% of the 13F portfolio, value $24,616,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 476,420 shares
    Change vs previous 13F +18,234 shares

    1.62% of the 13F portfolio, value $24,121,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 458,186 shares
    Change vs previous 13F +6,744 shares

    1.51% of the 13F portfolio, value $23,079,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 451,442 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $22,906,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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