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IRONWOOD WEALTH MANAGEMENT, INC.: JPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IRONWOOD WEALTH MANAGEMENT, INC. on JPST, newest first. How the timeline and the estimate are built.

IRONWOOD WEALTH MANAGEMENT, INC. held 492,953 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 492,953 shares
    Change vs previous 13F +26,660 shares

    10.51% of the 13F portfolio, value $24,869,479.

    13F-HR 0001844821-26-000004 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    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 466,293 shares
    Change vs previous 13F +1,829 shares

    10.55% of the 13F portfolio, value $23,547,797.

    13F-HR 0001844821-26-000002 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    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 464,464 shares
    Change vs previous 13F -4,247 shares

    10.55% of the 13F portfolio, value $23,515,813.

    13F-HR 0001844821-26-000001 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    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 468,711 shares
    Change vs previous 13F +32,859 shares

    10.88% of the 13F portfolio, value $23,735,526.

    13F-HR 0001844821-25-000007 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    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 435,852 shares
    Change vs previous 13F +1,095 shares

    10.39% of the 13F portfolio, value $22,006,168.

    13F-HR 0001844821-25-000005 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    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 434,757 shares
    Change vs previous 13F -9,390 shares

    11.41% of the 13F portfolio, value $21,894,363.

    13F-HR 0001844821-25-000002 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    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 444,147 shares
    Change vs previous 13F +13,491 shares

    11.05% of the 13F portfolio, value $22,393,892.

    13F-HR 0001844821-25-000001 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    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 430,656 shares
    Change vs previous 13F not available

    10.65% of the 13F portfolio, value $21,739,515.

    13F-HR 0001844821-24-000005 filed by IRONWOOD WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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