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Disclosery

Mittelman Wealth Management: JPST position timeline

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

Mittelman Wealth Management held 4,016 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,016 shares
    Change vs previous 13F -6,509 shares

    0.32% of the 13F portfolio, value $483,457.

    13F-HR 0002021464-26-000004 filed by Mittelman Wealth Management
    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 10,525 shares
    Change vs previous 13F +1,066 shares

    0.33% of the 13F portfolio, value $532,714.

    13F-HR 0002021464-26-000002 filed by Mittelman 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 ended2025-12-31
    13F 9,459 shares
    Change vs previous 13F -21,390 shares

    0.31% of the 13F portfolio, value $478,546.

    13F-HR 0002021464-26-000001 filed by Mittelman 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 ended2025-09-30
    13F 30,849 shares
    Change vs previous 13F +23,789 shares

    1.02% of the 13F portfolio, value $1,565,013.

    13F-HR 0002021464-25-000006 filed by Mittelman 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 ended2025-06-30
    13F 7,060 shares
    Change vs previous 13F -1,854 shares

    0.3% of the 13F portfolio, value $357,800.

    13F-HR 0002021464-25-000004 filed by Mittelman 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 ended2025-03-31
    13F 8,914 shares
    Change vs previous 13F -1,851 shares

    0.41% of the 13F portfolio, value $451,317.

    13F-HR 0002021464-25-000003 filed by Mittelman 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 ended2024-12-31
    13F 10,765 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $542,233.

    13F-HR 0002021464-25-000001 filed by Mittelman 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 ended2024-09-30
    13F 10,765 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $546,216.

    13F-HR 0002021464-24-000007 filed by Mittelman Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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