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Broadway Wealth Solutions, Inc.: JPIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Broadway Wealth Solutions, Inc. on JPIB, newest first. How the timeline and the estimate are built.

Broadway Wealth Solutions, Inc. held 165,627 JPIB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,627 shares
    Change vs previous 13F +12,896 shares

    3.74% of the 13F portfolio, value $8,008,072.

    13F-HR 0002085853-26-000701 filed by Broadway Wealth Solutions, Inc.
    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 152,731 shares
    Change vs previous 13F +11,386 shares

    3.78% of the 13F portfolio, value $7,303,601.

    13F-HR 0002085853-26-000454 filed by Broadway Wealth Solutions, Inc.
    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 141,345 shares
    Change vs previous 13F +7,858 shares

    3.68% of the 13F portfolio, value $6,883,488.

    13F-HR 0002085853-26-000145 filed by Broadway Wealth Solutions, Inc.
    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 133,487 shares
    Change vs previous 13F +12,291 shares

    3.67% of the 13F portfolio, value $6,544,844.

    13F-HR 0002085853-25-000244 filed by Broadway Wealth Solutions, Inc.
    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 121,196 shares
    Change vs previous 13F +10,950 shares

    3.67% of the 13F portfolio, value $5,892,540.

    13F-HR 0001667731-25-000869 filed by Broadway Wealth Solutions, Inc.
    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 110,246 shares
    Change vs previous 13F +9,530 shares

    3.85% of the 13F portfolio, value $5,279,693.

    13F-HR 0001667731-25-000426 filed by Broadway Wealth Solutions, Inc.
    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 100,716 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $4,759,861.

    13F-HR 0001667731-25-000240 filed by Broadway Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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