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Parkwoods Wealth Partners, LLC: JPM position timeline

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

Parkwoods Wealth Partners, LLC held 4,085 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,085 shares
    Change vs previous 13F +530 shares

    0.21% of the 13F portfolio, value $1,337,143.

    13F-HR 0002042772-26-000003 filed by Parkwoods Wealth Partners, 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 3,555 shares
    Change vs previous 13F +411 shares

    0.26% of the 13F portfolio, value $1,045,739.

    13F-HR 0002042772-26-000002 filed by Parkwoods Wealth Partners, 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 3,144 shares
    Change vs previous 13F +1,247 shares

    0.3% of the 13F portfolio, value $1,013,060.

    13F-HR 0002042772-26-000001 filed by Parkwoods Wealth Partners, 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 1,897 shares
    Change vs previous 13F +44 shares

    0.2% of the 13F portfolio, value $598,371.

    13F-HR 0002042772-25-000010 filed by Parkwoods Wealth Partners, 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 1,853 shares
    Change vs previous 13F +743 shares

    0.31% of the 13F portfolio, value $537,203.

    13F-HR 0002042772-25-000008 filed by Parkwoods Wealth Partners, 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 1,110 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $272,283.

    13F-HR 0002042772-25-000006 filed by Parkwoods Wealth Partners, 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 1,110 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $266,078.

    13F-HR 0002042772-25-000002 filed by Parkwoods Wealth Partners, 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 1,110 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $234,055.

    13F-HR 0002022567-24-000004 filed by Parkwoods Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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