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Disclosery

Schwallier Wealth Management LLC: JPST position timeline

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

Schwallier Wealth Management LLC held 25,171 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,171 shares
    Change vs previous 13F -1,609 shares

    0.8% of the 13F portfolio, value $1,272,915.

    13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management 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 26,780 shares
    Change vs previous 13F -13,747 shares

    0.99% of the 13F portfolio, value $1,355,330.

    13F-HR 0001934951-26-000002 filed by Schwallier Wealth Management 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 40,527 shares
    Change vs previous 13F -61,783 shares

    1.31% of the 13F portfolio, value $2,057,943.

    13F-HR 0001934951-26-000001 filed by Schwallier Wealth Management 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 102,310 shares
    Change vs previous 13F -20,511 shares

    3.24% of the 13F portfolio, value $5,190,172.

    13F-HR 0001934951-25-000004 filed by Schwallier Wealth Management 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 122,821 shares
    Change vs previous 13F -8,086 shares

    3.8% of the 13F portfolio, value $6,224,579.

    13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management 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 130,907 shares
    Change vs previous 13F -166,530 shares

    4.89% of the 13F portfolio, value $6,627,810.

    13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management 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 297,437 shares
    Change vs previous 13F -65,006 shares

    11.4% of the 13F portfolio, value $14,981,888.

    13F-HR 0001807270-25-000002 filed by Schwallier Wealth Management 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 362,443 shares
    Change vs previous 13F not available

    13.16% of the 13F portfolio, value $18,390,344.

    13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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