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RE Dickinson Investment Advisors, LLC: JPM position timeline

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

RE Dickinson Investment Advisors, LLC held 1,205 JPM shares at 2024-12-31 per its 13F-HR/A filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F/A 1,205 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,889.

    13F-HR/A 0001801241-25-000002 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 1,205 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $254,087.

    13F-HR 0001801241-24-000007 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 1,205 shares
    Change vs previous 13F +90 shares

    0.15% of the 13F portfolio, value $243,724.

    13F-HR 0001801241-24-000005 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 1,115 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $223,000.

    13F-HR 0001801241-24-000004 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 1,115 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $190,000.

    13F-HR 0001801241-24-000002 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 1,115 shares
    Change vs previous 13F +160 shares

    0.11% of the 13F portfolio, value $162,000.

    13F-HR 0001801241-23-000007 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 955 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $139,000.

    13F-HR 0001801241-23-000005 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F/A 955 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $124,000.

    13F-HR/A 0001801241-23-000004 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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