Chokshi & Queen Wealth Advisors, Inc: JPIE position timeline

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

Chokshi & Queen Wealth Advisors, Inc held 8,129 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 8,129 shares
Change vs previous 13F +3,175 shares
0.17% of the 13F portfolio, value $374,340.
13F-HR 0001172661-26-003523 filed by Chokshi & Queen Wealth Advisors, Inc
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,954 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $228,231.
13F-HR 0001172661-26-002404 filed by Chokshi & Queen Wealth Advisors, Inc
Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).