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StoneCrest Wealth Management, Inc.: JPST position timeline

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

StoneCrest Wealth Management, Inc. held 39,618 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 39,618 shares
    Change vs previous 13F -4,843 shares

    0.64% of the 13F portfolio, value $2,003,482.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 44,461 shares
    Change vs previous 13F -1,649 shares

    0.95% of the 13F portfolio, value $2,250,171.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 46,110 shares
    Change vs previous 13F +932 shares

    0.94% of the 13F portfolio, value $2,332,705.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 45,178 shares
    Change vs previous 13F +1,289 shares

    1% of the 13F portfolio, value $2,291,880.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 43,889 shares
    Change vs previous 13F +7,997 shares

    1.06% of the 13F portfolio, value $2,224,295.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    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 35,892 shares
    Change vs previous 13F -188 shares

    1.15% of the 13F portfolio, value $1,817,212.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    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 36,080 shares
    Change vs previous 13F +7,026 shares

    1.19% of the 13F portfolio, value $1,817,350.

    13F-HR 0001951757-25-000029 filed by StoneCrest Wealth Management, Inc.
    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 29,054 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,474,221.

    13F-HR 0001951757-24-000998 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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