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FSM Wealth Advisors, LLC: JPST position timeline

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

FSM Wealth Advisors, LLC held 206,622 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,622 shares
    Change vs previous 13F +2,295 shares

    1.12% of the 13F portfolio, value $10,448,867.

    13F-HR 0001942548-26-000003 filed by FSM 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 ended2026-03-31
    13F 204,327 shares
    Change vs previous 13F +19,330 shares

    1.33% of the 13F portfolio, value $10,340,999.

    13F-HR 0001942548-26-000002 filed by FSM 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 ended2025-12-31
    13F 184,997 shares
    Change vs previous 13F +19,116 shares

    1.28% of the 13F portfolio, value $9,359,012.

    13F-HR 0001942548-26-000001 filed by FSM 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 ended2025-09-30
    13F 165,881 shares
    Change vs previous 13F +7,691 shares

    1.19% of the 13F portfolio, value $8,415,158.

    13F-HR 0001942548-25-000007 filed by FSM 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 ended2025-06-30
    13F 158,190 shares
    Change vs previous 13F +976 shares

    1.3% of the 13F portfolio, value $7,985,409.

    13F-HR 0001942548-25-000006 filed by FSM 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 ended2025-03-31
    13F 157,214 shares
    Change vs previous 13F -23,567 shares

    1.79% of the 13F portfolio, value $7,959,755.

    13F-HR 0001942548-25-000001 filed by FSM 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 ended2024-12-31
    13F 180,781 shares
    Change vs previous 13F +11,959 shares

    2.23% of the 13F portfolio, value $9,125,829.

    13F-HR 0001767699-25-000002 filed by FSM 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 ended2024-09-30
    13F 168,822 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $8,566,049.

    13F-HR 0001767699-24-000003 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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