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Disclosery

Element Wealth, LLC: JPIE position timeline

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

Element Wealth, LLC held 33,880 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,880 shares
    Change vs previous 13F -292 shares

    0.59% of the 13F portfolio, value $1,560,186.

    13F-HR 0001398344-26-014580 filed by Element Wealth, 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 34,172 shares
    Change vs previous 13F +538 shares

    0.65% of the 13F portfolio, value $1,574,315.

    13F-HR 0001398344-26-008170 filed by Element Wealth, 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 33,634 shares
    Change vs previous 13F +1,149 shares

    0.64% of the 13F portfolio, value $1,556,912.

    13F-HR 0001398344-26-003058 filed by Element Wealth, 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 32,485 shares
    Change vs previous 13F +2,582 shares

    0.66% of the 13F portfolio, value $1,507,609.

    13F-HR 0001398344-25-019962 filed by Element Wealth, 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 29,903 shares
    Change vs previous 13F +4,615 shares

    0.64% of the 13F portfolio, value $1,385,103.

    13F-HR 0001398344-25-013585 filed by Element Wealth, 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 25,288 shares
    Change vs previous 13F +6,596 shares

    0.62% of the 13F portfolio, value $1,164,996.

    13F-HR 0001398344-25-008003 filed by Element Wealth, 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 18,692 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $852,729.

    13F-HR 0001398344-25-001751 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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