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Disclosery

Wellment Financial: JPST position timeline

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

Wellment Financial held 8,621 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,621 shares
    Change vs previous 13F -18 shares

    0.5% of the 13F portfolio, value $435,964.

    13F-HR 0001940000-26-000005 filed by Wellment Financial
    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 8,639 shares
    Change vs previous 13F -274 shares

    0.54% of the 13F portfolio, value $437,220.

    13F-HR 0001940000-26-000004 filed by Wellment Financial
    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 8,913 shares
    Change vs previous 13F -502 shares

    0.53% of the 13F portfolio, value $450,909.

    13F-HR 0001940000-26-000001 filed by Wellment Financial
    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 9,415 shares
    Change vs previous 13F -317 shares

    0.57% of the 13F portfolio, value $477,623.

    13F-HR 0001940000-25-000003 filed by Wellment Financial
    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 9,732 shares
    Change vs previous 13F -18 shares

    0.63% of the 13F portfolio, value $493,218.

    13F-HR 0001085146-25-004376 filed by Wellment Financial
    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 9,750 shares
    Change vs previous 13F -56 shares

    0.65% of the 13F portfolio, value $493,643.

    13F-HR 0001085146-25-002389 filed by Wellment Financial
    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 9,806 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $493,928.

    13F-HR 0001085146-25-000591 filed by Wellment Financial
    Filed (acceptance time not in the bulk data set), ingested

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