N.E.W. Advisory Services LLC: JPIE position timeline

N.E.W. Advisory Services LLC held 172,933 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 172,933 shares

   Change vs previous 13F -15,964 shares

   0.53% of the 13F portfolio, value $7,963,565.

   13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services LLC
   Filed 2026-08-06 (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 188,897 shares

   Change vs previous 13F +184,026 shares

   0.65% of the 13F portfolio, value $8,702,489.

   13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services LLC
   Filed 2026-05-05 (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 4,871 shares

   Change vs previous 13F +4,871 shares

   0.02% of the 13F portfolio, value $225,474.

   13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services LLC
   Filed 2026-01-28 (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 ended2025-06-30

   13F 0 shares

   Change vs previous 13F -6,631 shares

   13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services LLC
   Filed 2025-08-18 (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).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 6,631 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $305,506.

   13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services LLC
   Filed 2025-05-07 (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).