Goldstein Advisors, LLC: JPSE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goldstein Advisors, LLC on JPSE, newest first. How the timeline and the estimate are built.
Goldstein Advisors, LLC held 230,728 JPSE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 230,728 sharesChange vs previous 13F +67 shares
1.27% of the 13F portfolio, value $13,881,730.
13F-HR 0001172661-26-002693 filed by Goldstein Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 230,661 sharesChange vs previous 13F +2,202 shares
1.34% of the 13F portfolio, value $12,093,539.
13F-HR 0001172661-26-001553 filed by Goldstein Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 228,459 sharesChange vs previous 13F -7,860 shares
1.3% of the 13F portfolio, value $11,439,839.
13F-HR 0001172661-26-000596 filed by Goldstein Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 236,319 sharesChange vs previous 13F -6,364 shares
1.43% of the 13F portfolio, value $11,771,033.
13F-HR 0001172661-25-004337 filed by Goldstein Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 242,683 sharesChange vs previous 13F +51 shares
1.48% of the 13F portfolio, value $11,039,149.
13F-HR 0001172661-25-002781 filed by Goldstein Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 242,632 sharesChange vs previous 13F +13,737 shares
1.55% of the 13F portfolio, value $10,576,314.
13F-HR 0001172661-25-001539 filed by Goldstein Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 228,895 sharesChange vs previous 13F +8,838 shares
1.56% of the 13F portfolio, value $10,714,262.
13F-HR 0001172661-25-000256 filed by Goldstein Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 220,057 sharesChange vs previous 13F not available
1.61% of the 13F portfolio, value $10,569,321.
13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).