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Disclosery

JP Wealth Management, Inc.: TSI position timeline

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

JP Wealth Management, Inc. held 4,652,246 TSI 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 4,652,246 shares
    Change vs previous 13F +158,759 shares

    12.67% of the 13F portfolio, value $20,004,658.

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

  2. period ended2026-06-30
    13F 4,493,487 shares
    Change vs previous 13F +12,764 shares

    12.76% of the 13F portfolio, value $20,265,626.

    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 4,480,723 shares
    Change vs previous 13F +1,243,249 shares

    13.64% of the 13F portfolio, value $20,118,446.

    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 3,237,474 shares
    Change vs previous 13F +231,451 shares

    11.31% of the 13F portfolio, value $15,993,122.

    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 3,006,023 shares
    Change vs previous 13F -207,000 shares

    9.95% of the 13F portfolio, value $14,789,633.

    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 3,213,023 shares
    Change vs previous 13F +170,288 shares

    11.73% of the 13F portfolio, value $15,679,552.

    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 3,042,735 shares
    Change vs previous 13F +207,300 shares

    11.92% of the 13F portfolio, value $14,787,692.

    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 2,835,435 shares
    Change vs previous 13F not available

    10.01% of the 13F portfolio, value $13,638,442.

    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).