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TriaGen Wealth Management LLC: JPST position timeline

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

TriaGen Wealth Management LLC held 24,003 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,003 shares
    Change vs previous 13F -3,094 shares

    0.3% of the 13F portfolio, value $1,213,832.

    13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management 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 27,097 shares
    Change vs previous 13F -2,631 shares

    0.37% of the 13F portfolio, value $1,371,379.

    13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management 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 29,728 shares
    Change vs previous 13F -3,509 shares

    0.39% of the 13F portfolio, value $1,503,940.

    13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management 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 33,237 shares
    Change vs previous 13F +253 shares

    0.44% of the 13F portfolio, value $1,686,113.

    13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management 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 32,984 shares
    Change vs previous 13F +10,000 shares

    0.51% of the 13F portfolio, value $1,671,629.

    13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management 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 22,984 shares
    Change vs previous 13F -1,584 shares

    0.41% of the 13F portfolio, value $1,163,680.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management 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 24,568 shares
    Change vs previous 13F -820 shares

    0.42% of the 13F portfolio, value $1,237,490.

    13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management 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 25,388 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,288,187.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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