Skip to content
Disclosery

Bridgewealth Advisory Group, LLC: JPIE position timeline

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

Bridgewealth Advisory Group, LLC held 265,243 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 265,243 shares
    Change vs previous 13F +19,365 shares

    2.31% of the 13F portfolio, value $12,214,440.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 245,878 shares
    Change vs previous 13F +30,440 shares

    2.35% of the 13F portfolio, value $11,327,599.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 215,438 shares
    Change vs previous 13F +82,327 shares

    2.2% of the 13F portfolio, value $9,972,625.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 133,111 shares
    Change vs previous 13F +9,355 shares

    1.43% of the 13F portfolio, value $6,177,682.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 123,756 shares
    Change vs previous 13F +100,314 shares

    1.46% of the 13F portfolio, value $5,732,378.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 23,442 shares
    Change vs previous 13F -101,463 shares

    1.42% of the 13F portfolio, value $1,079,973.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 124,905 shares
    Change vs previous 13F +19,958 shares

    1.62% of the 13F portfolio, value $5,720,649.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, 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 104,947 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,868,491.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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