Skip to content
Disclosery

Bernardo Wealth Planning LLC: JPIE position timeline

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

Bernardo Wealth Planning LLC held 371,857 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 371,857 shares
    Change vs previous 13F +63,279 shares

    2.93% of the 13F portfolio, value $17,124,035.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 308,578 shares
    Change vs previous 13F +12,087 shares

    2.78% of the 13F portfolio, value $14,216,198.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 296,491 shares
    Change vs previous 13F +10,569 shares

    2.62% of the 13F portfolio, value $13,724,570.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 285,922 shares
    Change vs previous 13F +66,039 shares

    2.6% of the 13F portfolio, value $13,269,627.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 219,883 shares
    Change vs previous 13F +11,113 shares

    2.21% of the 13F portfolio, value $10,185,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 208,770 shares
    Change vs previous 13F +7,303 shares

    2.3% of the 13F portfolio, value $9,618,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning 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 201,467 shares
    Change vs previous 13F +14,523 shares

    2.19% of the 13F portfolio, value $9,158,680.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning 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 186,944 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $8,611,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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