Philip James Wealth Mangement, LLC: JPST position timeline

Philip James Wealth Mangement, LLC held 72,558 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 72,558 shares

   Change vs previous 13F -18,416 shares

   0.41% of the 13F portfolio, value $3,669,058.

   13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 90,974 shares

   Change vs previous 13F -91,713 shares

   0.53% of the 13F portfolio, value $4,604,179.

   13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 182,687 shares

   Change vs previous 13F -14,021 shares

   1.07% of the 13F portfolio, value $9,242,129.

   13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 196,708 shares

   Change vs previous 13F -27,724 shares

   1.16% of the 13F portfolio, value $9,979,005.

   13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 224,432 shares

   Change vs previous 13F +4,329 shares

   1.45% of the 13F portfolio, value $11,374,228.

   13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 220,103 shares

   Change vs previous 13F -14,599 shares

   1.36% of the 13F portfolio, value $11,143,806.

   13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 234,702 shares

   Change vs previous 13F -6,905 shares

   1.53% of the 13F portfolio, value $11,821,919.

   13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 241,607 shares

   Change vs previous 13F not available

   1.51% of the 13F portfolio, value $12,259,153.

   13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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