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Ridgeline Wealth Planning, LLC: JPST position timeline

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

Ridgeline Wealth Planning, LLC held 395,728 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 395,728 shares
    Change vs previous 13F +2,376 shares

    12.68% of the 13F portfolio, value $20,011,951.

    13F-HR 0002085853-26-000854 filed by Ridgeline Wealth Planning, 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 393,352 shares
    Change vs previous 13F -929 shares

    14.54% of the 13F portfolio, value $19,907,530.

    13F-HR 0002085853-26-000568 filed by Ridgeline Wealth Planning, 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 394,281 shares
    Change vs previous 13F -39,334 shares

    14.23% of the 13F portfolio, value $19,946,678.

    13F-HR 0002085853-26-000183 filed by Ridgeline Wealth Planning, 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 433,615 shares
    Change vs previous 13F +98,334 shares

    16.52% of the 13F portfolio, value $21,997,287.

    13F-HR 0002085853-25-000186 filed by Ridgeline Wealth Planning, 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 335,281 shares
    Change vs previous 13F +25,600 shares

    13.99% of the 13F portfolio, value $16,992,033.

    13F-HR 0001667731-25-000940 filed by Ridgeline Wealth Planning, 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 309,681 shares
    Change vs previous 13F +5,105 shares

    15.41% of the 13F portfolio, value $15,679,165.

    13F-HR 0001667731-25-000553 filed by Ridgeline Wealth Planning, 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 304,576 shares
    Change vs previous 13F not available

    14.68% of the 13F portfolio, value $15,341,488.

    13F-HR 0001667731-25-000153 filed by Ridgeline Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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