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Wealthspire Advisors, LLC: JPST position timeline

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

Wealthspire Advisors, LLC held 37,628 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,628 shares
    Change vs previous 13F -16,540 shares

    0.01% of the 13F portfolio, value $1,902,837.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 54,168 shares
    Change vs previous 13F -5,013 shares

    0.02% of the 13F portfolio, value $2,741,444.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 59,181 shares
    Change vs previous 13F +13,650 shares

    0.02% of the 13F portfolio, value $2,993,945.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 45,531 shares
    Change vs previous 13F +197 shares

    0.01% of the 13F portfolio, value $2,309,786.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 45,334 shares
    Change vs previous 13F -7,479 shares

    0.01% of the 13F portfolio, value $2,297,552.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 52,813 shares
    Change vs previous 13F -29,043 shares

    0.02% of the 13F portfolio, value $2,673,945.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 81,856 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,123,105.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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