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Disclosery

Greenwich Wealth Management LLC: JPIE position timeline

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

Greenwich Wealth Management LLC held 398,349 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 398,349 shares
    Change vs previous 13F +52,159 shares

    0.67% of the 13F portfolio, value $18,344,000.

    13F-HR 0001439805-26-000004 filed by Greenwich Wealth Management 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 346,190 shares
    Change vs previous 13F -3,205 shares

    0.65% of the 13F portfolio, value $15,949,000.

    13F-HR 0001439805-26-000003 filed by Greenwich Wealth Management 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 349,395 shares
    Change vs previous 13F +67,368 shares

    0.72% of the 13F portfolio, value $16,173,000.

    13F-HR 0001439805-26-000002 filed by Greenwich Wealth Management 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 282,027 shares
    Change vs previous 13F +154,595 shares

    0.65% of the 13F portfolio, value $13,089,000.

    13F-HR 0001439805-25-000008 filed by Greenwich Wealth Management 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 127,432 shares
    Change vs previous 13F +79,648 shares

    0.29% of the 13F portfolio, value $5,903,000.

    13F-HR 0001439805-25-000007 filed by Greenwich Wealth Management 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 47,784 shares
    Change vs previous 13F +27,151 shares

    0.17% of the 13F portfolio, value $2,201,000.

    13F-HR 0001439805-25-000005 filed by Greenwich Wealth Management 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 20,633 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $941,000.

    13F-HR 0001439805-25-000001 filed by Greenwich Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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