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Disclosery

HB Wealth Management, LLC: JPST position timeline

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

HB Wealth Management, LLC held 10,065,428 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,065,428 shares
    Change vs previous 13F +514,497 shares

    2.84% of the 13F portfolio, value $506,508,905.

    13F-HR 0001172661-26-002920 filed by HB 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 9,550,931 shares
    Change vs previous 13F +107,822 shares

    3.12% of the 13F portfolio, value $480,897,077.

    13F-HR 0001172661-26-001543 filed by HB 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 9,443,109 shares
    Change vs previous 13F +140,546 shares

    3.08% of the 13F portfolio, value $475,272,390.

    13F-HR 0001172661-26-000353 filed by HB 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 9,302,563 shares
    Change vs previous 13F +413,847 shares

    3.19% of the 13F portfolio, value $469,487,237.

    13F-HR 0001172661-25-004398 filed by HB 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 8,888,716 shares
    Change vs previous 13F +342,791 shares

    3.6% of the 13F portfolio, value $450,480,124.

    13F-HR 0001172661-25-002644 filed by HB 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 8,545,925 shares
    Change vs previous 13F +229,089 shares

    3.62% of the 13F portfolio, value $430,322,683.

    13F-HR 0001172661-25-001594 filed by HB 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 8,316,836 shares
    Change vs previous 13F +838,189 shares

    4.26% of the 13F portfolio, value $416,590,153.

    13F-HR 0001172661-25-000193 filed by HB 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 7,478,647 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $377,115,428.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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