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Roberts Wealth Advisors, LLC: JPST position timeline

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

Roberts Wealth Advisors, LLC held 658,706 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 658,706 shares
    Change vs previous 13F +21,209 shares

    7.57% of the 13F portfolio, value $33,310,790.

    13F-HR 0001754960-26-000669 filed by Roberts Wealth Advisors, 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 637,497 shares
    Change vs previous 13F +55,264 shares

    8.19% of the 13F portfolio, value $32,263,720.

    13F-HR 0001754960-26-000208 filed by Roberts Wealth Advisors, 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 582,233 shares
    Change vs previous 13F +90,858 shares

    7.69% of the 13F portfolio, value $29,455,159.

    13F-HR 0001754960-26-000034 filed by Roberts Wealth Advisors, 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 491,375 shares
    Change vs previous 13F +37,701 shares

    6.63% of the 13F portfolio, value $24,927,440.

    13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, 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 453,674 shares
    Change vs previous 13F +41,388 shares

    6.61% of the 13F portfolio, value $22,992,181.

    13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, 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 412,286 shares
    Change vs previous 13F -6,426 shares

    6.44% of the 13F portfolio, value $20,874,018.

    13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, 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 418,712 shares
    Change vs previous 13F +77,597 shares

    6.42% of the 13F portfolio, value $21,132,420.

    13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, 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 341,115 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $17,229,740.

    13F-HR 0001754960-24-000496 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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