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Disclosery

JP Wealth Management, Inc.: DFAC position timeline

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

JP Wealth Management, Inc. held 812,398 DFAC shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 812,398 shares
    Change vs previous 13F -2,570 shares

    22.88% of the 13F portfolio, value $36,111,091.

    13F-HR 0001967622-26-000005 filed by JP Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 814,968 shares
    Change vs previous 13F +5,955 shares

    22.76% of the 13F portfolio, value $36,151,980.

    13F-HR 0001967622-26-000003 filed by JP Wealth Management, Inc.
    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 809,013 shares
    Change vs previous 13F -281 shares

    21.32% of the 13F portfolio, value $31,438,245.

    13F-HR 0001967622-26-000002 filed by JP Wealth Management, Inc.
    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 809,294 shares
    Change vs previous 13F -19,150 shares

    22.65% of the 13F portfolio, value $32,039,949.

    13F-HR 0001967622-26-000001 filed by JP Wealth Management, Inc.
    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 828,444 shares
    Change vs previous 13F -14,574 shares

    21.5% of the 13F portfolio, value $31,953,085.

    13F-HR 0001967622-25-000004 filed by JP Wealth Management, Inc.
    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 843,018 shares
    Change vs previous 13F -13,151 shares

    22.6% of the 13F portfolio, value $30,213,765.

    13F-HR 0001967622-25-000001 filed by JP Wealth Management, Inc.
    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 856,169 shares
    Change vs previous 13F +17,277 shares

    22.76% of the 13F portfolio, value $28,245,015.

    13F-HR 0001221073-25-000038 filed by JP Wealth Management, Inc.
    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 838,892 shares
    Change vs previous 13F not available

    21.31% of the 13F portfolio, value $29,017,274.

    13F-HR 0001221073-25-000012 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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