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DAYMARK WEALTH PARTNERS, LLC: JPIE position timeline

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

DAYMARK WEALTH PARTNERS, LLC held 195,698 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,698 shares
    Change vs previous 13F +30,021 shares

    0.22% of the 13F portfolio, value $9,011,915.

    13F-HR 0001956824-26-000003 filed by DAYMARK WEALTH PARTNERS, 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 165,677 shares
    Change vs previous 13F -34,406 shares

    0.24% of the 13F portfolio, value $7,632,740.

    13F-HR 0001956824-26-000002 filed by DAYMARK WEALTH PARTNERS, 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 200,083 shares
    Change vs previous 13F -49,024 shares

    0.3% of the 13F portfolio, value $9,261,826.

    13F-HR 0001956824-26-000001 filed by DAYMARK WEALTH PARTNERS, 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 249,107 shares
    Change vs previous 13F +18,302 shares

    0.39% of the 13F portfolio, value $11,561,068.

    13F-HR 0001956824-25-000009 filed by DAYMARK WEALTH PARTNERS, 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 230,805 shares
    Change vs previous 13F -72,535 shares

    0.41% of the 13F portfolio, value $10,690,880.

    13F-HR 0001956824-25-000007 filed by DAYMARK WEALTH PARTNERS, 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 303,340 shares
    Change vs previous 13F +75,340 shares

    0.6% of the 13F portfolio, value $13,974,882.

    13F-HR/A 0001956824-25-000005 filed by DAYMARK WEALTH PARTNERS, 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/A 228,000 shares
    Change vs previous 13F -14,171 shares

    0.44% of the 13F portfolio, value $10,401,344.

    13F-HR/A 0001956824-25-000002 filed by DAYMARK WEALTH PARTNERS, 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 242,171 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $11,234,325.

    13F-HR 0001956824-24-000004 filed by DAYMARK WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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