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ProVise Management Group, LLC: JPST position timeline

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

ProVise Management Group, LLC held 29,853 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 29,853 shares
    Change vs previous 13F -8,027 shares

    0.1% of the 13F portfolio, value $1,509,641.

    13F-HR 0001305707-26-000004 filed by ProVise 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 37,880 shares
    Change vs previous 13F -11,409 shares

    0.14% of the 13F portfolio, value $1,917,111.

    13F-HR 0001305707-26-000002 filed by ProVise 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 49,289 shares
    Change vs previous 13F -18,222 shares

    0.18% of the 13F portfolio, value $2,493,515.

    13F-HR 0001305707-26-000001 filed by ProVise 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 67,511 shares
    Change vs previous 13F -8,002 shares

    0.25% of the 13F portfolio, value $3,424,845.

    13F-HR 0001305707-25-000003 filed by ProVise 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 75,513 shares
    Change vs previous 13F -14,201 shares

    0.3% of the 13F portfolio, value $3,826,986.

    13F-HR 0001085146-25-004747 filed by ProVise 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 89,714 shares
    Change vs previous 13F -39,261 shares

    0.39% of the 13F portfolio, value $4,542,232.

    13F-HR 0001085146-25-002835 filed by ProVise 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 128,975 shares
    Change vs previous 13F +18,841 shares

    0.56% of the 13F portfolio, value $6,496,458.

    13F-HR 0001085146-25-000966 filed by ProVise 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 110,134 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $5,588,208.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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