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Arkadios Wealth Advisors: JPIE position timeline

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

Arkadios Wealth Advisors held 302,038 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 302,038 shares
    Change vs previous 13F -900,998 shares

    0.21% of the 13F portfolio, value $13,908,835.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 1,203,036 shares
    Change vs previous 13F +903,176 shares

    0.92% of the 13F portfolio, value $55,423,862.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 299,860 shares
    Change vs previous 13F +48,173 shares

    0.28% of the 13F portfolio, value $13,880,519.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 251,687 shares
    Change vs previous 13F +196,751 shares

    0.29% of the 13F portfolio, value $11,680,811.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 54,936 shares
    Change vs previous 13F +7,121 shares

    0.08% of the 13F portfolio, value $2,544,640.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 47,815 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,202,852.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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