Skip to content
Disclosery

Sherman Wealth Management LLC: JPST position timeline

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

Sherman Wealth Management LLC held 124,725 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,725 shares
    Change vs previous 13F +7,368 shares

    4.75% of the 13F portfolio, value $6,307,346.

    13F-HR 0001754960-26-000444 filed by Sherman 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 117,357 shares
    Change vs previous 13F +16,926 shares

    5.1% of the 13F portfolio, value $5,939,432.

    13F-HR 0001754960-26-000218 filed by Sherman 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/A 100,431 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $5,080,806.

    13F-HR/A 0001754960-26-000063 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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