Lionsbridge Wealth Management LLC: JPIE position timeline

Lionsbridge Wealth Management LLC held 137,667 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 137,667 shares

   Change vs previous 13F -5,578 shares

   6.22% of the 13F portfolio, value $6,339,565.

   13F-HR 0001800533-26-000005 filed by Lionsbridge Wealth Management LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 143,245 shares

   Change vs previous 13F +2,677 shares

   6.64% of the 13F portfolio, value $6,599,297.

   13F-HR 0001800533-26-000003 filed by Lionsbridge Wealth Management LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 140,568 shares

   Change vs previous 13F +560 shares

   6.58% of the 13F portfolio, value $6,506,893.

   13F-HR 0001172661-26-000311 filed by Lionsbridge Wealth Management LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 140,008 shares

   Change vs previous 13F +2,311 shares

   6.4% of the 13F portfolio, value $6,497,771.

   13F-HR 0001172661-25-004334 filed by Lionsbridge Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 137,697 shares

   Change vs previous 13F +3,819 shares

   6.35% of the 13F portfolio, value $6,378,125.

   13F-HR 0001172661-25-002799 filed by Lionsbridge Wealth Management LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 133,878 shares

   Change vs previous 13F -18,335 shares

   5.48% of the 13F portfolio, value $6,167,759.

   13F-HR 0001172661-25-001817 filed by Lionsbridge Wealth Management LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 152,213 shares

   Change vs previous 13F -8,023 shares

   5.83% of the 13F portfolio, value $6,943,957.

   13F-HR 0001172661-25-000219 filed by Lionsbridge Wealth Management LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 160,236 shares

   Change vs previous 13F not available

   5.87% of the 13F portfolio, value $7,433,348.

   13F-HR 0001172661-24-004444 filed by Lionsbridge Wealth Management LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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