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Disclosery

Alteri Wealth LLC: JPIE position timeline

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

Alteri Wealth LLC held 43,975 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,975 shares
    Change vs previous 13F +3,430 shares

    0.56% of the 13F portfolio, value $2,025,060.

    13F-HR 0001765380-26-000232 filed by Alteri 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 40,545 shares
    Change vs previous 13F +29,395 shares

    0.61% of the 13F portfolio, value $1,867,926.

    13F-HR 0001765380-26-000172 filed by Alteri 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 11,150 shares
    Change vs previous 13F +2,655 shares

    0.17% of the 13F portfolio, value $516,121.

    13F-HR 0001765380-26-000101 filed by Alteri 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 8,495 shares
    Change vs previous 13F +3,845 shares

    0.14% of the 13F portfolio, value $394,253.

    13F-HR 0001765380-25-000456 filed by Alteri 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 4,650 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $215,388.

    13F-HR 0001765380-25-000322 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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