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Disclosery

5T Wealth, LLC: JPIE position timeline

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

5T Wealth, LLC held 34,883 JPIE 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 34,883 shares
    Change vs previous 13F -2,533 shares

    0.6% of the 13F portfolio, value $1,606,356.

    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 37,416 shares
    Change vs previous 13F -3,822 shares

    0.68% of the 13F portfolio, value $1,723,767.

    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 41,238 shares
    Change vs previous 13F -2,442 shares

    0.76% of the 13F portfolio, value $1,908,785.

    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 43,680 shares
    Change vs previous 13F +11,157 shares

    0.88% of the 13F portfolio, value $2,027,167.

    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 32,523 shares
    Change vs previous 13F -8,512 shares

    0.77% of the 13F portfolio, value $1,506,459.

    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).

  6. period ended2025-03-31
    13F 41,035 shares
    Change vs previous 13F -8 shares

    1.08% of the 13F portfolio, value $1,890,510.

    13F-HR 0001667731-25-000485 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).

  7. period ended2024-12-31
    13F 41,043 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,872,367.

    13F-HR 0001667731-25-000191 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).