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POWER WEALTH MANAGEMENT LLC: JPIB position timeline

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

POWER WEALTH MANAGEMENT LLC held 143,496 JPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,496 shares
    Change vs previous 13F +1,351 shares

    2.39% of the 13F portfolio, value $6,938,013.

    13F-HR 0001398344-26-013305 filed by POWER WEALTH MANAGEMENT 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 142,145 shares
    Change vs previous 13F -22,153 shares

    2.53% of the 13F portfolio, value $6,797,374.

    13F-HR 0001398344-26-009136 filed by POWER WEALTH MANAGEMENT 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 164,298 shares
    Change vs previous 13F +9,492 shares

    2.82% of the 13F portfolio, value $8,001,313.

    13F-HR 0001398344-26-003201 filed by POWER WEALTH MANAGEMENT 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 154,806 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $7,590,138.

    13F-HR 0001398344-25-020696 filed by POWER WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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