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Disclosery

Cauble & Harre Wealth Management, Inc.: JPIE position timeline

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

Cauble & Harre Wealth Management, Inc. held 103,709 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,709 shares
    Change vs previous 13F +186 shares

    3.83% of the 13F portfolio, value $4,775,815.

    13F-HR 0001214659-26-009916 filed by Cauble & Harre Wealth Management, 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 103,523 shares
    Change vs previous 13F +933 shares

    3.79% of the 13F portfolio, value $4,758,942.

    13F-HR 0001214659-26-006128 filed by Cauble & Harre Wealth Management, 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 102,590 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $4,770,861.

    13F-HR 0001214659-26-001223 filed by Cauble & Harre Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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