FMA Wealth Management, LLC: JPLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FMA Wealth Management, LLC on JPLD, newest first. How the timeline and the estimate are built.
FMA Wealth Management, LLC held 233,539 JPLD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 233,539 sharesChange vs previous 13F -4,162 shares
7.8% of the 13F portfolio, value $12,188,383.
13F-HR 0001951757-26-000956 filed by FMA Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 237,701 sharesChange vs previous 13F +1,545 shares
8.25% of the 13F portfolio, value $12,405,606.
13F-HR 0001951757-26-000590 filed by FMA Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 236,156 sharesChange vs previous 13F -595 shares
8.01% of the 13F portfolio, value $12,360,088.
13F-HR 0001951757-26-000056 filed by FMA Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 236,751 sharesChange vs previous 13F +3,927 shares
8.53% of the 13F portfolio, value $12,423,502.
13F-HR 0001951757-25-001444 filed by FMA Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 232,824 sharesChange vs previous 13F +2,525 shares
9% of the 13F portfolio, value $12,160,395.
13F-HR 0001951757-25-000833 filed by FMA Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 230,299 sharesChange vs previous 13F +361 shares
9.21% of the 13F portfolio, value $11,991,680.
13F-HR 0001951757-25-000418 filed by FMA Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 229,938 sharesChange vs previous 13F +2,040 shares
8.82% of the 13F portfolio, value $11,846,421.
13F-HR 0001951757-25-000165 filed by FMA Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 227,898 sharesChange vs previous 13F not available
8.62% of the 13F portfolio, value $11,884,878.
13F-HR 0001951757-24-001032 filed by FMA Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).