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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC: JPST position timeline

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

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC held 157,524 JPST shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 157,524 shares
    Change vs previous 13F +141,389 shares

    1.13% of the 13F portfolio, value $7,934,475.

    13F-HR 0001767601-26-000006 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,135 shares
    Change vs previous 13F +4,437 shares

    0.12% of the 13F portfolio, value $815,958.

    13F-HR 0001767601-26-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    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 11,698 shares
    Change vs previous 13F -649 shares

    0.09% of the 13F portfolio, value $592,020.

    13F-HR 0001767601-26-000003 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,347 shares
    Change vs previous 13F -1,345 shares

    0.1% of the 13F portfolio, value $624,615.

    13F-HR 0001767601-26-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,692 shares
    Change vs previous 13F -1,709 shares

    0.11% of the 13F portfolio, value $694,594.

    13F-HR 0001767601-25-000007 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,401 shares
    Change vs previous 13F -9,572 shares

    0.13% of the 13F portfolio, value $780,523.

    13F-HR 0001767601-25-000005 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    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 24,973 shares
    Change vs previous 13F +13,813 shares

    0.21% of the 13F portfolio, value $1,264,372.

    13F-HR 0001767601-25-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,160 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $562,124.

    13F-HR 0001767601-25-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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