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Disclosery

Allie Family Office LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allie Family Office LLC on JPM, newest first. How the timeline and the estimate are built.

Allie Family Office LLC held 0 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -1,791 shares

    13F-HR/A 0001908612-26-000005 filed by Allie Family Office LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F/A 1,791 shares
    Change vs previous 13F +100 shares

    0.23% of the 13F portfolio, value $526,841.

    13F-HR/A 0001908612-26-000004 filed by Allie Family Office LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 1,691 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $544,874.

    13F-HR 0001908612-26-000001 filed by Allie Family Office 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 1,691 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $533,392.

    13F-HR 0001908612-25-000009 filed by Allie Family Office 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 1,691 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $490,238.

    13F-HR 0001908612-25-000006 filed by Allie Family Office 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 1,691 shares
    Change vs previous 13F -3,850 shares

    0.23% of the 13F portfolio, value $414,802.

    13F-HR 0001908612-25-000005 filed by Allie Family Office 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 5,541 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,328,233.

    13F-HR 0001908612-25-000004 filed by Allie Family Office LLC
    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/A 5,541 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,168,375.

    13F-HR/A 0001908612-25-000003 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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