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Disclosery

NewEdge Wealth, LLC: JPIE position timeline

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

NewEdge Wealth, LLC held 495,830 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 495,830 shares
    Change vs previous 13F -71,223 shares

    0.23% of the 13F portfolio, value $22,832,978.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 567,053 shares
    Change vs previous 13F +32,638 shares

    0.31% of the 13F portfolio, value $26,124,140.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 534,415 shares
    Change vs previous 13F +3,303 shares

    0.28% of the 13F portfolio, value $24,738,078.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 531,112 shares
    Change vs previous 13F +19,014 shares

    0.35% of the 13F portfolio, value $24,516,107.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 512,098 shares
    Change vs previous 13F +212,645 shares

    0.37% of the 13F portfolio, value $23,669,185.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 299,453 shares
    Change vs previous 13F -8,306 shares

    0.25% of the 13F portfolio, value $13,795,810.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 307,759 shares
    Change vs previous 13F +5,599 shares

    0.24% of the 13F portfolio, value $14,039,976.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 302,160 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $14,017,213.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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