Skip to content
Disclosery

MN Wealth Advisors, LLC: JPUS position timeline

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

MN Wealth Advisors, LLC held 15,529 JPUS 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 15,529 shares
    Change vs previous 13F -5 shares

    0.93% of the 13F portfolio, value $2,177,670.

    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 15,534 shares
    Change vs previous 13F -362 shares

    0.98% of the 13F portfolio, value $2,022,770.

    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 15,896 shares
    Change vs previous 13F -330 shares

    1% of the 13F portfolio, value $1,970,253.

    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 16,226 shares
    Change vs previous 13F -526 shares

    1.07% of the 13F portfolio, value $2,010,580.

    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 16,752 shares
    Change vs previous 13F -2,347 shares

    1.15% of the 13F portfolio, value $1,979,995.

    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 19,099 shares
    Change vs previous 13F -438 shares

    1.29% of the 13F portfolio, value $2,200,219.

    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 19,537 shares
    Change vs previous 13F -32 shares

    1.25% of the 13F portfolio, value $2,229,381.

    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 19,569 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,341,954.

    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).