WT Wealth Management: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WT Wealth Management on JPST, newest first. How the timeline and the estimate are built.
WT Wealth Management held 126,541 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 126,541 sharesChange vs previous 13F -20,985 shares
1.77% of the 13F portfolio, value $6,399,196.
13F-HR 0001780507-26-000004 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 147,526 sharesChange vs previous 13F +5,853 shares
2.22% of the 13F portfolio, value $7,466,288.
13F-HR 0001780507-26-000003 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 141,673 sharesChange vs previous 13F -4,321 shares
2.06% of the 13F portfolio, value $7,167,234.
13F-HR 0001780507-26-000001 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 145,994 sharesChange vs previous 13F +3,383 shares
2.13% of the 13F portfolio, value $7,406,276.
13F-HR 0001780507-25-000012 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 142,611 sharesChange vs previous 13F +13,169 shares
2.14% of the 13F portfolio, value $7,227,510.
13F-HR 0001780507-25-000011 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 129,442 sharesChange vs previous 13F +73,177 shares
2.13% of the 13F portfolio, value $6,553,669.
13F-HR 0001780507-25-000008 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 56,265 sharesChange vs previous 13F -10,094 shares
0.89% of the 13F portfolio, value $2,834,086.
13F-HR 0001780507-25-000003 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 66,359 sharesChange vs previous 13F not available
1.07% of the 13F portfolio, value $3,356,429.
13F-HR 0001780507-24-000005 filed by WT Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).