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Disclosery

JP Wealth Management, Inc.: IWS position timeline

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

JP Wealth Management, Inc. held 5,868 IWS 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 5,868 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $626,174.

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

  2. period ended2026-06-30
    13F 5,868 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $647,358.

    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 5,868 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $570,546.

    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 5,868 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $564,912.

    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 5,868 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $566,555.

    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 5,868 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $539,680.

    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 5,868 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $499,191.

    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 5,868 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $518,731.

    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).