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Disclosery

POTENTIA WEALTH: JTEK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of POTENTIA WEALTH on JTEK, newest first. How the timeline and the estimate are built.

POTENTIA WEALTH held 39,266 JTEK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,266 shares
    Change vs previous 13F -4,064 shares

    1.79% of the 13F portfolio, value $4,380,192.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 43,330 shares
    Change vs previous 13F -1,989 shares

    1.33% of the 13F portfolio, value $3,446,476.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 45,319 shares
    Change vs previous 13F -1,085 shares

    1.5% of the 13F portfolio, value $4,082,013.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 46,404 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $4,267,777.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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