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Disclosery

JP Wealth Management, Inc.: IWO position timeline

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

JP Wealth Management, Inc. held 697 IWO 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 697 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $248,759.

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

  2. period ended2026-06-30
    13F 697 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $274,590.

    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 697 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $218,726.

    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 697 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $225,138.

    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 697 shares
    Change vs previous 13F +697 shares

    0.15% of the 13F portfolio, value $223,068.

    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 0 shares
    Change vs previous 13F -1,847 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 1,847 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $322,970.

    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 1,847 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $349,352.

    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).