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Disclosery

Fiduciary Alliance LLC: JPIE position timeline

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

Fiduciary Alliance LLC held 131,852 JPIE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 131,852 shares
    Change vs previous 13F -10,037 shares

    0.45% of the 13F portfolio, value $5,918,857.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 141,889 shares
    Change vs previous 13F +10,676 shares

    0.44% of the 13F portfolio, value $6,534,003.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 131,213 shares
    Change vs previous 13F +30,165 shares

    0.37% of the 13F portfolio, value $6,062,059.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 101,048 shares
    Change vs previous 13F +10,763 shares

    0.31% of the 13F portfolio, value $4,677,532.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 90,285 shares
    Change vs previous 13F +10,321 shares

    0.28% of the 13F portfolio, value $4,190,145.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 79,964 shares
    Change vs previous 13F +32,346 shares

    0.28% of the 13F portfolio, value $3,703,932.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 47,618 shares
    Change vs previous 13F +678 shares

    0.22% of the 13F portfolio, value $2,193,761.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 46,940 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,141,403.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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