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Phoenix Wealth Advisors: JPST position timeline

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

Phoenix Wealth Advisors held 994,969 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 994,969 shares
    Change vs previous 13F +348,125 shares

    16.97% of the 13F portfolio, value $50,315,604.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 646,844 shares
    Change vs previous 13F +296 shares

    12.93% of the 13F portfolio, value $32,736,800.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 646,548 shares
    Change vs previous 13F +22,687 shares

    12.58% of the 13F portfolio, value $32,708,865.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 623,861 shares
    Change vs previous 13F +161,771 shares

    12.16% of the 13F portfolio, value $31,648,446.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 462,090 shares
    Change vs previous 13F +7,199 shares

    9.81% of the 13F portfolio, value $23,418,703.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 454,891 shares
    Change vs previous 13F -323,828 shares

    10.04% of the 13F portfolio, value $23,031,141.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 778,719 shares
    Change vs previous 13F +195,052 shares

    17.01% of the 13F portfolio, value $39,224,074.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 583,667 shares
    Change vs previous 13F not available

    13.75% of the 13F portfolio, value $29,615,264.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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