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Spahn Wealth & Retirement LLC: JPIE position timeline

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

Spahn Wealth & Retirement LLC held 121,903 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,903 shares
    Change vs previous 13F +110,628 shares

    4.43% of the 13F portfolio, value $6,885,081.

    13F-HR 0001949033-26-000003 filed by Spahn Wealth & Retirement 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 11,275 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $639,067.

    13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement 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 11,275 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $645,381.

    13F-HR 0001949033-26-000001 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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