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National Wealth Management Group, LLC: JPST position timeline

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

National Wealth Management Group, LLC held 24,785 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,785 shares
    Change vs previous 13F -4,521 shares

    0.39% of the 13F portfolio, value $1,253,388.

    13F-HR 0001977723-26-000004 filed by National Wealth Management Group, 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 29,306 shares
    Change vs previous 13F +7,097 shares

    0.55% of the 13F portfolio, value $1,483,195.

    13F-HR 0001977723-26-000002 filed by National Wealth Management Group, 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 22,209 shares
    Change vs previous 13F +12 shares

    0.39% of the 13F portfolio, value $1,123,537.

    13F-HR 0001977723-26-000001 filed by National Wealth Management Group, 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 22,197 shares
    Change vs previous 13F +3,265 shares

    0.42% of the 13F portfolio, value $1,126,061.

    13F-HR 0001977723-25-000006 filed by National Wealth Management Group, 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 18,932 shares
    Change vs previous 13F +4,881 shares

    0.54% of the 13F portfolio, value $959,487.

    13F-HR 0001977723-25-000004 filed by National Wealth Management Group, 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 14,051 shares
    Change vs previous 13F +4,360 shares

    0.47% of the 13F portfolio, value $711,413.

    13F-HR 0001848831-25-000007 filed by National Wealth Management Group, 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 9,691 shares
    Change vs previous 13F +1,791 shares

    0.32% of the 13F portfolio, value $488,134.

    13F-HR 0001977723-25-000001 filed by National Wealth Management Group, 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 7,900 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $400,821.

    13F-HR 0001730467-24-000005 filed by National Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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