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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC: JPSE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STONEHAVEN WEALTH & TAX SOLUTIONS, LLC on JPSE, newest first. How the timeline and the estimate are built.

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 41,525 JPSE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,525 shares
    Change vs previous 13F +493 shares

    2% of the 13F portfolio, value $2,498,352.

    13F-HR 0001951757-26-001129 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 41,032 shares
    Change vs previous 13F +364 shares

    1.9% of the 13F portfolio, value $2,151,308.

    13F-HR 0001951757-26-000884 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 40,668 shares
    Change vs previous 13F -180 shares

    1.83% of the 13F portfolio, value $2,036,409.

    13F-HR 0001951757-26-000287 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 40,848 shares
    Change vs previous 13F -298 shares

    1.88% of the 13F portfolio, value $2,034,639.

    13F-HR 0001951757-25-001410 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 41,146 shares
    Change vs previous 13F +1,965 shares

    1.83% of the 13F portfolio, value $1,871,649.

    13F-HR 0001951757-25-001089 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 39,181 shares
    Change vs previous 13F +7,799 shares

    1.8% of the 13F portfolio, value $1,707,900.

    13F-HR 0001951757-25-000563 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 31,382 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,468,951.

    13F-HR 0001951757-25-000259 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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