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Disclosery

Heritage Wealth Partners, LLC: JPST position timeline

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

Heritage Wealth Partners, LLC held 17,306 JPST shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 17,306 shares
    Change vs previous 13F -561 shares

    1.34% of the 13F portfolio, value $876,203.

    13F-HR 0001963794-25-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 17,867 shares
    Change vs previous 13F -1,401 shares

    1.13% of the 13F portfolio, value $899,961.

    13F-HR 0001963794-25-000001 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 19,268 shares
    Change vs previous 13F -1,149 shares

    1.15% of the 13F portfolio, value $977,658.

    13F-HR 0001963794-24-000005 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 20,417 shares
    Change vs previous 13F -6,936 shares

    1.49% of the 13F portfolio, value $1,030,461.

    13F-HR 0001963794-24-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 27,353 shares
    Change vs previous 13F 0 shares

    2.8% of the 13F portfolio, value $1,373,929.

    13F-HR 0001963794-24-000002 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 27,353 shares
    Change vs previous 13F -902 shares

    2.8% of the 13F portfolio, value $1,373,929.

    13F-HR 0001963794-24-000001 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 28,255 shares
    Change vs previous 13F -13,296 shares

    3.02% of the 13F portfolio, value $1,417,838.

    13F-HR 0001963794-23-000004 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 41,551 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,083,353.

    13F-HR 0001963794-23-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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