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Selby Wealth Management, LLC: JPIE position timeline

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

Selby Wealth Management, LLC held 31,045 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,045 shares
    Change vs previous 13F +242 shares

    0.51% of the 13F portfolio, value $1,429,601.

    13F-HR 0001951757-26-000947 filed by Selby 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 30,803 shares
    Change vs previous 13F +11,641 shares

    0.56% of the 13F portfolio, value $1,419,105.

    13F-HR 0001951757-26-000550 filed by Selby 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 19,162 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $887,025.

    13F-HR 0001951757-26-000425 filed by Selby Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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