WJ Wealth Management, LLC: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WJ Wealth Management, LLC on JPST, newest first. How the timeline and the estimate are built.
WJ Wealth Management, LLC held 394,346 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 394,346 sharesChange vs previous 13F -40,932 shares
7.87% of the 13F portfolio, value $19,941,934.
13F-HR 0001801674-26-000004 filed by WJ Wealth Management, 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 435,278 sharesChange vs previous 13F +72,978 shares
10.32% of the 13F portfolio, value $22,029,360.
13F-HR 0001801674-26-000002 filed by WJ Wealth Management, 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 362,300 sharesChange vs previous 13F -6,965 shares
8.02% of the 13F portfolio, value $18,328,785.
13F-HR 0001801674-26-000001 filed by WJ Wealth Management, 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/A 369,265 sharesChange vs previous 13F -107,855 shares
8.24% of the 13F portfolio, value $18,747,585.
13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, 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 477,120 sharesChange vs previous 13F -18,646 shares
7.63% of the 13F portfolio, value $24,180,382.
13F-HR 0001085146-25-004209 filed by WJ Wealth Management, 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 495,766 sharesChange vs previous 13F +385,022 shares
8.88% of the 13F portfolio, value $25,100,685.
13F-HR 0001085146-25-002322 filed by WJ Wealth Management, 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 110,744 sharesChange vs previous 13F not available
1.92% of the 13F portfolio, value $5,578,206.
13F-HR 0001085146-25-000488 filed by WJ Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).