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LifeGoal Investments, LLC: JPIE position timeline

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

LifeGoal Investments, LLC held 97,184 JPIE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 97,184 shares
    Change vs previous 13F -21,345 shares

    1.33% of the 13F portfolio, value $4,362,606.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 118,529 shares
    Change vs previous 13F -8,144 shares

    2.5% of the 13F portfolio, value $5,458,262.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, LLC
    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 126,673 shares
    Change vs previous 13F -9,029 shares

    3.33% of the 13F portfolio, value $5,815,611.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 135,702 shares
    Change vs previous 13F +29,275 shares

    4.2% of the 13F portfolio, value $6,299,235.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 106,427 shares
    Change vs previous 13F +7,235 shares

    4.1% of the 13F portfolio, value $4,939,261.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 99,192 shares
    Change vs previous 13F +1,587 shares

    4.37% of the 13F portfolio, value $4,594,588.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, LLC
    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 97,605 shares
    Change vs previous 13F +16,373 shares

    4.86% of the 13F portfolio, value $4,496,678.

    13F-HR 0001754960-25-000221 filed by LifeGoal Investments, LLC
    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 81,232 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $3,705,797.

    13F-HR 0001754960-25-000096 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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