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Lee, Kelleher & Klein Wealth Management: JPST position timeline

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

Lee, Kelleher & Klein Wealth Management held 75,948 JPST shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 75,948 shares
    Change vs previous 13F +5,260 shares

    1.97% of the 13F portfolio, value $3,825,494.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 70,688 shares
    Change vs previous 13F -225 shares

    1.87% of the 13F portfolio, value $3,574,692.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    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 70,913 shares
    Change vs previous 13F -1,116 shares

    2.14% of the 13F portfolio, value $3,588,907.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    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 72,029 shares
    Change vs previous 13F -229 shares

    2.17% of the 13F portfolio, value $3,643,947.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    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 72,258 shares
    Change vs previous 13F -624 shares

    2.26% of the 13F portfolio, value $3,665,648.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    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 72,882 shares
    Change vs previous 13F +4,057 shares

    2.45% of the 13F portfolio, value $3,693,660.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    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 68,825 shares
    Change vs previous 13F +706 shares

    2.56% of the 13F portfolio, value $3,484,610.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    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 68,119 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $3,431,154.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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