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Strategies Wealth Advisors, LLC: JPIE position timeline

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

Strategies Wealth Advisors, LLC held 63,143 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,143 shares
    Change vs previous 13F -5,410 shares

    0.26% of the 13F portfolio, value $2,907,726.

    13F-HR 0001976435-26-000004 filed by Strategies Wealth 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 ended2026-03-31
    13F 68,553 shares
    Change vs previous 13F +7 shares

    0.32% of the 13F portfolio, value $3,158,228.

    13F-HR 0001976435-26-000003 filed by Strategies Wealth 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 ended2025-12-31
    13F 68,546 shares
    Change vs previous 13F -1,973 shares

    0.32% of the 13F portfolio, value $3,172,985.

    13F-HR 0001976435-26-000001 filed by Strategies Wealth 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 ended2025-09-30
    13F 70,519 shares
    Change vs previous 13F -927 shares

    0.34% of the 13F portfolio, value $3,272,778.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth 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 ended2025-06-30
    13F 71,446 shares
    Change vs previous 13F -10,796 shares

    0.36% of the 13F portfolio, value $3,309,380.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth 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 ended2025-03-31
    13F 82,242 shares
    Change vs previous 13F -2,494 shares

    0.46% of the 13F portfolio, value $3,788,877.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth 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 ended2024-12-31
    13F 84,736 shares
    Change vs previous 13F -13,500 shares

    0.48% of the 13F portfolio, value $3,883,433.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth 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 ended2024-09-30
    13F 98,236 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $4,557,173.

    13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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