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Scott Capital Advisors, LLC: JPIE position timeline

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

Scott Capital Advisors, LLC held 627,371 JPIE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 627,371 shares
    Change vs previous 13F +29,560 shares

    4.04% of the 13F portfolio, value $28,112,480.

    13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 597,811 shares
    Change vs previous 13F +25,776 shares

    4.31% of the 13F portfolio, value $27,529,195.

    13F-HR 0001905673-26-000003 filed by Scott Capital 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 ended2026-03-31
    13F 572,035 shares
    Change vs previous 13F +17,583 shares

    5.34% of the 13F portfolio, value $26,353,654.

    13F-HR 0001905673-26-000002 filed by Scott Capital 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 ended2025-12-31
    13F 554,452 shares
    Change vs previous 13F -779 shares

    5.69% of the 13F portfolio, value $25,665,575.

    13F-HR 0001905673-26-000001 filed by Scott Capital 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 ended2025-09-30
    13F 555,231 shares
    Change vs previous 13F +161,615 shares

    5.81% of the 13F portfolio, value $25,657,235.

    13F-HR 0001905673-25-000003 filed by Scott Capital 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 ended2025-06-30
    13F 393,616 shares
    Change vs previous 13F +15,926 shares

    4.92% of the 13F portfolio, value $18,149,620.

    13F-HR 0001085146-25-003768 filed by Scott Capital 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 ended2025-03-31
    13F 377,690 shares
    Change vs previous 13F +7,552 shares

    5.19% of the 13F portfolio, value $17,400,156.

    13F-HR 0001085146-25-002138 filed by Scott Capital 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 ended2024-12-31
    13F 370,138 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $16,837,561.

    13F-HR 0001085146-25-000256 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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