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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

  1. period ended2026-06-30
    13F 126,541 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 147,526 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 141,673 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 145,994 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 142,611 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 129,442 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 56,265 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 66,359 shares
    Change 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), ingested

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