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Ascentis Wealth Management, LLC: JPST position timeline

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

Ascentis Wealth Management, LLC held 134,133 JPST shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 134,133 shares
    Change vs previous 13F -84,939 shares

    0.96% of the 13F portfolio, value $6,784,919.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 986 shares
    • Ascentis Wealth Management, LLC: 133,147 shares

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

  2. period ended2026-03-31
    13F 219,072 shares
    Change vs previous 13F +78,736 shares

    0.61% of the 13F portfolio, value $11,087,318.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 66,060 shares
    • Ascentis Wealth Management, LLC: 153,012 shares

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

  3. period ended2025-12-31
    13F 140,336 shares
    Change vs previous 13F +21,535 shares

    0.68% of the 13F portfolio, value $7,101,441.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 28,785 shares
    • Ascentis Wealth Management, LLC: 111,551 shares

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

  4. period ended2025-09-30
    13F 118,801 shares
    Change vs previous 13F -7,747 shares

    0.57% of the 13F portfolio, value $6,028,646.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 34,738 shares
    • Ascentis Wealth Management, LLC: 84,063 shares

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

  5. period ended2025-06-30
    13F 126,548 shares
    Change vs previous 13F -8,580 shares

    0.67% of the 13F portfolio, value $6,396,319.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 36,062 shares
    • Ascentis Wealth Management, LLC: 90,486 shares

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

  6. period ended2025-03-31
    13F 135,128 shares
    Change vs previous 13F +108,753 shares

    0.82% of the 13F portfolio, value $6,824,277.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 30,028 shares
    • Ascentis Wealth Management, LLC: 105,100 shares

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

  7. period ended2024-12-31
    13F 26,375 shares
    Change vs previous 13F -6,998 shares

    0.16% of the 13F portfolio, value $1,328,508.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 26,221 shares
    • Ascentis Wealth Management, LLC: 154 shares

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

  8. period ended2024-09-30
    13F/A 33,373 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,693,850.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 33,219 shares
    • Ascentis Wealth Management, LLC: 154 shares

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