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Disclosery

JP Wealth Management, Inc.: STEW position timeline

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

JP Wealth Management, Inc. held 1,572,713 STEW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,572,713 shares
    Change vs previous 13F -720 shares

    17.31% of the 13F portfolio, value $27,318,025.

    13F-HR 0001967622-26-000005 filed by JP Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,573,433 shares
    Change vs previous 13F +17,738 shares

    17.73% of the 13F portfolio, value $28,164,451.

    13F-HR 0001967622-26-000003 filed by JP 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 ended2026-03-31
    13F 1,555,695 shares
    Change vs previous 13F +79,980 shares

    18.04% of the 13F portfolio, value $26,602,385.

    13F-HR 0001967622-26-000002 filed by JP 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 ended2025-12-31
    13F 1,475,715 shares
    Change vs previous 13F +219,432 shares

    19.34% of the 13F portfolio, value $27,359,756.

    13F-HR 0001967622-26-000001 filed by JP 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 ended2025-09-30
    13F 1,256,283 shares
    Change vs previous 13F -30,150 shares

    15.35% of the 13F portfolio, value $22,814,099.

    13F-HR 0001967622-25-000004 filed by JP 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 ended2025-06-30
    13F 1,286,433 shares
    Change vs previous 13F +317,988 shares

    17.01% of the 13F portfolio, value $22,744,135.

    13F-HR 0001967622-25-000001 filed by JP 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 ended2025-03-31
    13F 968,445 shares
    Change vs previous 13F +42,040 shares

    13.46% of the 13F portfolio, value $16,705,676.

    13F-HR 0001221073-25-000038 filed by JP 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 ended2024-12-31
    13F 926,405 shares
    Change vs previous 13F not available

    10.9% of the 13F portfolio, value $14,841,008.

    13F-HR 0001221073-25-000012 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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