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Altus Wealth Management, LLC: JPIE position timeline

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

Altus Wealth Management, LLC held 53,844 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 53,844 shares
    Change vs previous 13F -715 shares

    0.95% of the 13F portfolio, value $2,479,516.

    13F-HR 0001802107-26-000006 filed by Altus Wealth Management, 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 54,559 shares
    Change vs previous 13F +2,465 shares

    1.12% of the 13F portfolio, value $2,513,533.

    13F-HR 0001802107-26-000005 filed by Altus Wealth Management, 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 52,094 shares
    Change vs previous 13F +11,142 shares

    1.04% of the 13F portfolio, value $2,411,431.

    13F-HR 0001802107-26-000001 filed by Altus Wealth Management, 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 40,952 shares
    Change vs previous 13F +751 shares

    0.84% of the 13F portfolio, value $1,900,582.

    13F-HR 0001802107-25-000008 filed by Altus Wealth Management, 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 40,201 shares
    Change vs previous 13F +419 shares

    0.89% of the 13F portfolio, value $1,862,110.

    13F-HR 0001802107-25-000007 filed by Altus Wealth Management, 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 39,782 shares
    Change vs previous 13F +1,828 shares

    0.86% of the 13F portfolio, value $1,832,757.

    13F-HR 0001802107-25-000005 filed by Altus Wealth Management, 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 37,954 shares
    Change vs previous 13F +2,370 shares

    0.77% of the 13F portfolio, value $1,731,461.

    13F-HR 0001802107-25-000001 filed by Altus Wealth Management, 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 35,584 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,650,742.

    13F-HR 0001802107-24-000004 filed by Altus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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