Plotkin Financial Advisors, LLC: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plotkin Financial Advisors, LLC on JPST, newest first. How the timeline and the estimate are built.
Plotkin Financial Advisors, LLC held 164,890 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 164,890 sharesChange vs previous 13F +13,124 shares
3.46% of the 13F portfolio, value $8,338,487.
13F-HR 0001826394-26-000003 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 151,766 sharesChange vs previous 13F +22,223 shares
3.86% of the 13F portfolio, value $7,680,877.
13F-HR 0001826394-26-000002 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 129,543 sharesChange vs previous 13F +13,575 shares
3.2% of the 13F portfolio, value $6,553,619.
13F-HR 0001826394-26-000001 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 115,968 sharesChange vs previous 13F +11,230 shares
2.91% of the 13F portfolio, value $5,883,087.
13F-HR 0001826394-25-000007 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 104,738 sharesChange vs previous 13F +14,939 shares
2.93% of the 13F portfolio, value $5,308,137.
13F-HR 0001826394-25-000004 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 89,799 sharesChange vs previous 13F +7,735 shares
2.8% of the 13F portfolio, value $4,546,523.
13F-HR 0001826394-25-000003 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 82,064 sharesChange vs previous 13F -2,284 shares
2.45% of the 13F portfolio, value $4,133,563.
13F-HR 0001826394-25-000001 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 84,348 sharesChange vs previous 13F not available
2.56% of the 13F portfolio, value $4,279,818.
13F-HR 0001826394-24-000002 filed by Plotkin Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).