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Disclosery

Stone Summit Wealth LLC: JPST position timeline

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

Stone Summit Wealth LLC held 6,820 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,820 shares
    Change vs previous 13F +100 shares

    0.09% of the 13F portfolio, value $344,887.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 6,720 shares
    Change vs previous 13F -5,584 shares

    0.09% of the 13F portfolio, value $340,099.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 12,304 shares
    Change vs previous 13F -8,977 shares

    0.17% of the 13F portfolio, value $622,459.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 21,281 shares
    Change vs previous 13F -46,520 shares

    0.31% of the 13F portfolio, value $1,079,585.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 67,801 shares
    Change vs previous 13F +24,565 shares

    1.06% of the 13F portfolio, value $3,436,155.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 43,236 shares
    Change vs previous 13F +10,713 shares

    0.74% of the 13F portfolio, value $2,189,039.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 32,523 shares
    Change vs previous 13F +6,267 shares

    0.55% of the 13F portfolio, value $1,638,184.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 26,256 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,332,229.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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