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FRG Family Wealth Advisors LLC: JPST position timeline

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

FRG Family Wealth Advisors LLC held 242,641 JPST shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 242,641 shares
    Change vs previous 13F +83,823 shares

    2.01% of the 13F portfolio, value $12,280,077.

    13F-HR 0001893327-26-000002 filed by FRG Family 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 ended2025-12-31
    13F 158,818 shares
    Change vs previous 13F +40,500 shares

    1.25% of the 13F portfolio, value $8,034,603.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 118,318 shares
    Change vs previous 13F +57,313 shares

    0.97% of the 13F portfolio, value $6,002,272.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 ended2025-06-30
    13F 61,005 shares
    Change vs previous 13F +4,875 shares

    0.54% of the 13F portfolio, value $3,091,733.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 ended2025-03-31
    13F 56,130 shares
    Change vs previous 13F +625 shares

    0.55% of the 13F portfolio, value $2,841,862.

    13F-HR 0001893327-25-000002 filed by FRG Family 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 ended2024-12-31
    13F 55,505 shares
    Change vs previous 13F +7,600 shares

    0.51% of the 13F portfolio, value $2,795,787.

    13F-HR 0001893327-25-000001 filed by FRG Family 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 ended2024-09-30
    13F 47,905 shares
    Change vs previous 13F +30,100 shares

    0.44% of the 13F portfolio, value $2,430,700.

    13F-HR 0001893327-24-000005 filed by FRG Family 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 ended2024-06-30
    13F 17,805 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $898,440.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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