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Forza Wealth Management, LLC: JPST position timeline

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

Forza Wealth Management, LLC held 125,293 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,293 shares
    Change vs previous 13F -10,400 shares

    1.94% of the 13F portfolio, value $6,336,067.

    13F-HR 0001963030-26-000003 filed by Forza 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 135,693 shares
    Change vs previous 13F -6,980 shares

    2.39% of the 13F portfolio, value $6,867,423.

    13F-HR 0001963030-26-000002 filed by Forza 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 142,673 shares
    Change vs previous 13F +16,185 shares

    2.61% of the 13F portfolio, value $7,217,827.

    13F-HR 0001963030-26-000001 filed by Forza 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 126,488 shares
    Change vs previous 13F -14,050 shares

    2.46% of the 13F portfolio, value $6,416,736.

    13F-HR 0001963030-25-000012 filed by Forza 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 140,538 shares
    Change vs previous 13F +9,333 shares

    2.92% of the 13F portfolio, value $7,122,466.

    13F-HR 0001963030-25-000005 filed by Forza 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 ended2025-03-31
    13F 131,205 shares
    Change vs previous 13F +2,025 shares

    2.99% of the 13F portfolio, value $6,642,909.

    13F-HR 0001963030-25-000003 filed by Forza Wealth Management, 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 129,180 shares
    Change vs previous 13F +4,825 shares

    2.96% of the 13F portfolio, value $6,506,797.

    13F-HR 0001963030-25-000001 filed by Forza Wealth Management, 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 124,355 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $6,309,773.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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