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Diversify Advisory Services, LLC: JPST position timeline

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

Diversify Advisory Services, LLC held 789,598 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 789,598 shares
    Change vs previous 13F +546,580 shares

    0.33% of the 13F portfolio, value $39,866,810.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 394,799 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 394,799 shares

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

  2. period ended2026-03-31
    13F 243,018 shares
    Change vs previous 13F +65,181 shares

    0.22% of the 13F portfolio, value $12,294,269.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 243,018 shares

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

  3. period ended2025-12-31
    13F 177,837 shares
    Change vs previous 13F +6,719 shares

    0.17% of the 13F portfolio, value $9,009,407.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,580 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 160,257 shares

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

  4. period ended2025-09-30
    13F 171,118 shares
    Change vs previous 13F +11,682 shares

    0.18% of the 13F portfolio, value $8,653,423.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 18,747 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 152,371 shares

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

  5. period ended2025-06-30
    13F 159,436 shares
    Change vs previous 13F -34,163 shares

    0.19% of the 13F portfolio, value $8,069,082.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,624 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 141,812 shares

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

  6. period ended2025-03-31
    13F 193,599 shares
    Change vs previous 13F -9,960 shares

    0.33% of the 13F portfolio, value $9,799,978.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 28,323 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 165,276 shares

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

  7. period ended2024-12-31
    13F 203,559 shares
    Change vs previous 13F -21,782 shares

    0.33% of the 13F portfolio, value $10,263,444.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 23,599 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 179,960 shares

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

  8. period ended2024-09-30
    13F 225,341 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $11,395,752.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,545 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 199,796 shares

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