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Summit Wealth Partners, LLC: JPST position timeline

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

Summit Wealth Partners, LLC held 324,561 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 324,561 shares
    Change vs previous 13F -17,168 shares

    2.34% of the 13F portfolio, value $16,413,052.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 341,729 shares
    Change vs previous 13F -1,656 shares

    2.74% of the 13F portfolio, value $17,294,887.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 343,385 shares
    Change vs previous 13F +17,607 shares

    3.21% of the 13F portfolio, value $17,371,837.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 325,778 shares
    Change vs previous 13F -3,171 shares

    2.98% of the 13F portfolio, value $16,526,696.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 328,949 shares
    Change vs previous 13F -5,190 shares

    3.18% of the 13F portfolio, value $16,671,141.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 334,139 shares
    Change vs previous 13F -11,321 shares

    3.43% of the 13F portfolio, value $16,917,462.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 345,460 shares
    Change vs previous 13F -15,069 shares

    3.57% of the 13F portfolio, value $17,400,822.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 360,529 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $18,293,246.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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