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Lodestone Wealth Management LLC: JPST position timeline

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

Lodestone Wealth Management LLC held 142,701 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,701 shares
    Change vs previous 13F +3,703 shares

    2.55% of the 13F portfolio, value $7,216,370.

    13F-HR 0001950158-26-000004 filed by Lodestone 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/A 138,998 shares
    Change vs previous 13F +1,799 shares

    2.79% of the 13F portfolio, value $7,034,680.

    13F-HR/A 0001950158-26-000003 filed by Lodestone 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 137,199 shares
    Change vs previous 13F +1,700 shares

    2.83% of the 13F portfolio, value $6,940,882.

    13F-HR 0001950158-26-000001 filed by Lodestone 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 135,499 shares
    Change vs previous 13F +5,678 shares

    3.09% of the 13F portfolio, value $6,873,849.

    13F-HR 0001950158-25-000007 filed by Lodestone 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 129,821 shares
    Change vs previous 13F -390 shares

    3.2% of the 13F portfolio, value $6,579,329.

    13F-HR 0001754960-25-000570 filed by Lodestone 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 130,211 shares
    Change vs previous 13F -1,302 shares

    3.51% of the 13F portfolio, value $6,592,607.

    13F-HR 0001950158-25-000005 filed by Lodestone 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 131,513 shares
    Change vs previous 13F +2,881 shares

    3.32% of the 13F portfolio, value $6,624,291.

    13F-HR 0001950158-25-000001 filed by Lodestone 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 128,632 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $6,526,771.

    13F-HR 0001950158-24-000005 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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