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Schneider Downs Wealth Management Advisors, LP: JPIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schneider Downs Wealth Management Advisors, LP on JPIE, newest first. How the timeline and the estimate are built.

Schneider Downs Wealth Management Advisors, LP held 533,150 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 533,150 shares
    Change vs previous 13F +60,118 shares

    2.31% of the 13F portfolio, value $24,551,579.

    13F-HR 0001172661-26-003083 filed by Schneider Downs Wealth Management Advisors, LP
    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 473,032 shares
    Change vs previous 13F +61,420 shares

    2.4% of the 13F portfolio, value $21,792,598.

    13F-HR 0001172661-26-001986 filed by Schneider Downs Wealth Management Advisors, LP
    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 411,612 shares
    Change vs previous 13F +46,361 shares

    2.15% of the 13F portfolio, value $19,053,514.

    13F-HR 0001172661-26-000685 filed by Schneider Downs Wealth Management Advisors, LP
    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 365,251 shares
    Change vs previous 13F +33,123 shares

    2.01% of the 13F portfolio, value $16,951,297.

    13F-HR 0001172661-25-005200 filed by Schneider Downs Wealth Management Advisors, LP
    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 332,128 shares
    Change vs previous 13F +94,771 shares

    2.3% of the 13F portfolio, value $15,384,163.

    13F-HR 0001172661-25-002836 filed by Schneider Downs Wealth Management Advisors, LP
    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 237,357 shares
    Change vs previous 13F +57,700 shares

    1.98% of the 13F portfolio, value $10,935,039.

    13F-HR 0001172661-25-001763 filed by Schneider Downs Wealth Management Advisors, LP
    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 179,657 shares
    Change vs previous 13F +32,741 shares

    1.54% of the 13F portfolio, value $8,195,940.

    13F-HR 0001172661-25-000497 filed by Schneider Downs Wealth Management Advisors, LP
    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 146,916 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $6,815,447.

    13F-HR 0001172661-24-004487 filed by Schneider Downs Wealth Management Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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