Waldron Private Wealth LLC: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on JPST, newest first. How the timeline and the estimate are built.
Waldron Private Wealth LLC held 13,624 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 13,624 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $688,966.
13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,624 sharesChange vs previous 13F -3,185 shares
0.03% of the 13F portfolio, value $689,509.
13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,809 sharesChange vs previous 13F +988 shares
0.03% of the 13F portfolio, value $853,385.
13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,821 sharesChange vs previous 13F -1,063 shares
0.03% of the 13F portfolio, value $802,598.
13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,884 sharesChange vs previous 13F -595 shares
0.04% of the 13F portfolio, value $855,681.
13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,479 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $884,962.
13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,479 sharesChange vs previous 13F -13,011 shares
0.04% of the 13F portfolio, value $884,033.
13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,490 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,547,064.
13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).