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Disclosery

5T Wealth, LLC: JPEF position timeline

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

5T Wealth, LLC held 12,092 JPEF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,092 shares
    Change vs previous 13F -754 shares

    0.36% of the 13F portfolio, value $971,352.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, LLC
    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 12,846 shares
    Change vs previous 13F -569 shares

    0.36% of the 13F portfolio, value $922,466.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, LLC
    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 13,415 shares
    Change vs previous 13F +3,718 shares

    0.4% of the 13F portfolio, value $1,001,926.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, LLC
    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 9,697 shares
    Change vs previous 13F +738 shares

    0.31% of the 13F portfolio, value $718,450.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
    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 8,959 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $628,384.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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