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Fortress Wealth Management, Inc.: JPST position timeline

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

Fortress Wealth Management, Inc. held 26,058 JPST shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 26,058 shares
    Change vs previous 13F -2,836 shares

    0.59% of the 13F portfolio, value $1,321,914.

    13F-HR 0002085853-25-000105 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 28,894 shares
    Change vs previous 13F -106 shares

    0.71% of the 13F portfolio, value $1,464,433.

    13F-HR 0001667731-25-000770 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 29,000 shares
    Change vs previous 13F -2,763 shares

    0.76% of the 13F portfolio, value $1,468,281.

    13F-HR 0001667731-25-000577 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 31,763 shares
    Change vs previous 13F -11,082 shares

    0.78% of the 13F portfolio, value $1,599,889.

    13F-HR 0001667731-25-000085 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 42,845 shares
    Change vs previous 13F -113 shares

    1.09% of the 13F portfolio, value $2,174,045.

    13F-HR 0001908099-24-000005 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 42,958 shares
    Change vs previous 13F -747 shares

    1.11% of the 13F portfolio, value $2,168,115.

    13F-HR 0001908099-24-000003 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 43,705 shares
    Change vs previous 13F -15,979 shares

    1.14% of the 13F portfolio, value $2,204,930.

    13F-HR 0001908099-24-000002 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 59,684 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,997,937.

    13F-HR 0001908099-24-000001 filed by Fortress Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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