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Disclosery

Transform Wealth, LLC: JPST position timeline

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

Transform Wealth, LLC held 9,968 JPST shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 9,968 shares
    Change vs previous 13F -1,358 shares

    0.03% of the 13F portfolio, value $504,680.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 11,326 shares
    Change vs previous 13F -180 shares

    0.03% of the 13F portfolio, value $571,510.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 11,506 shares
    Change vs previous 13F +589 shares

    0.04% of the 13F portfolio, value $583,815.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 10,917 shares
    Change vs previous 13F +200 shares

    0.04% of the 13F portfolio, value $550,981.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 10,717 shares
    Change vs previous 13F -2,308 shares

    0.05% of the 13F portfolio, value $540,673.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 13,025 shares
    Change vs previous 13F -3,016 shares

    0.06% of the 13F portfolio, value $655,715.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 16,041 shares
    Change vs previous 13F -2,764 shares

    0.08% of the 13F portfolio, value $804,938.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 18,805 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $942,884.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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