Next Level Wealth Planning, LLC: JPIE position timeline

Next Level Wealth Planning, LLC held 10,420 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 10,420 shares

   Change vs previous 13F +722 shares

   0.21% of the 13F portfolio, value $479,841.

   13F-HR 0002085853-26-000911 filed by Next Level Wealth Planning, LLC
   Filed 2026-07-30 (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 9,698 shares

   Change vs previous 13F +2,131 shares

   0.23% of the 13F portfolio, value $446,787.

   13F-HR 0002085853-26-000441 filed by Next Level Wealth Planning, LLC
   Filed 2026-04-21 (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 7,567 shares

   Change vs previous 13F +2,372 shares

   0.19% of the 13F portfolio, value $350,276.

   13F-HR 0002085853-26-000086 filed by Next Level Wealth Planning, LLC
   Filed 2026-01-26 (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 ended2025-09-30

   13F 5,195 shares

   Change vs previous 13F +453 shares

   0.14% of the 13F portfolio, value $241,100.

   13F-HR 0002085853-25-000192 filed by Next Level Wealth Planning, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,742 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $219,650.

   13F-HR 0001667731-25-000923 filed by Next Level Wealth Planning, LLC
   Filed 2025-07-23 (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).