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NewEdge Advisors, LLC: JPIE position timeline

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

NewEdge Advisors, LLC held 267,010 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 267,010 shares
    Change vs previous 13F +136 shares

    0.04% of the 13F portfolio, value $12,295,782.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 266,874 shares
    Change vs previous 13F +54,424 shares

    0.04% of the 13F portfolio, value $12,294,884.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 212,450 shares
    Change vs previous 13F -11,989 shares

    0.04% of the 13F portfolio, value $9,834,303.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 224,439 shares
    Change vs previous 13F +74,450 shares

    0.05% of the 13F portfolio, value $10,416,233.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 149,989 shares
    Change vs previous 13F +18,298 shares

    0.04% of the 13F portfolio, value $6,947,501.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 131,691 shares
    Change vs previous 13F +12,769 shares

    0.04% of the 13F portfolio, value $6,066,994.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 118,922 shares
    Change vs previous 13F +12,537 shares

    0.03% of the 13F portfolio, value $5,425,244.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 106,385 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,935,188.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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