Skip to content
Disclosery

MN Wealth Advisors, LLC: JPIE position timeline

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

MN Wealth Advisors, LLC held 47,396 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,396 shares
    Change vs previous 13F +1,917 shares

    0.93% of the 13F portfolio, value $2,182,599.

    13F-HR 0001992972-26-000004 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 45,479 shares
    Change vs previous 13F -11,835 shares

    1.02% of the 13F portfolio, value $2,095,219.

    13F-HR 0001992972-26-000002 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 57,314 shares
    Change vs previous 13F -11,190 shares

    1.34% of the 13F portfolio, value $2,653,086.

    13F-HR 0001992972-26-000001 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 68,504 shares
    Change vs previous 13F +5,684 shares

    1.7% of the 13F portfolio, value $3,179,291.

    13F-HR 0001992972-25-000007 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 62,820 shares
    Change vs previous 13F -19,541 shares

    1.69% of the 13F portfolio, value $2,909,861.

    13F-HR 0001992972-25-000005 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 82,361 shares
    Change vs previous 13F +11,081 shares

    2.23% of the 13F portfolio, value $3,794,383.

    13F-HR 0001992972-25-000002 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 71,280 shares
    Change vs previous 13F -7,281 shares

    1.83% of the 13F portfolio, value $3,251,827.

    13F-HR 0001992972-25-000001 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 78,561 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $3,644,456.

    13F-HR 0001992972-24-000004 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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