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Disclosery

Valley Financial Management, Inc.: JPST position timeline

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

Valley Financial Management, Inc. held 132,950 JPST shares at 2023-06-30 per its 13F-HR filed 2023-08-14.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 132,950 shares
    Change vs previous 13F +20,596 shares

    3.45% of the 13F portfolio, value $6,666,113.

    13F-HR 0000929638-23-002269 filed by Valley Financial 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 ended2023-03-31
    13F 112,354 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $5,653,653.

    13F-HR 0000929638-23-001466 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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