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TPG Financial Advisors, LLC: JPIE position timeline

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

TPG Financial Advisors, LLC held 526,755 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 526,755 shares
    Change vs previous 13F +7,369 shares

    7.24% of the 13F portfolio, value $24,257,085.

    13F-HR 0001706669-26-000008 filed by TPG Financial 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 519,386 shares
    Change vs previous 13F +21,552 shares

    7.78% of the 13F portfolio, value $23,928,130.

    13F-HR 0001706669-26-000006 filed by TPG Financial 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 497,834 shares
    Change vs previous 13F +77,352 shares

    7.69% of the 13F portfolio, value $23,044,753.

    13F-HR 0001706669-26-000003 filed by TPG Financial 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 420,482 shares
    Change vs previous 13F +15,095 shares

    7.27% of the 13F portfolio, value $19,514,587.

    13F-HR 0001706669-25-000009 filed by TPG Financial 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 405,387 shares
    Change vs previous 13F -16,648 shares

    7.52% of the 13F portfolio, value $18,777,528.

    13F-HR 0001706669-25-000007 filed by TPG Financial 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 422,035 shares
    Change vs previous 13F -14,971 shares

    8.59% of the 13F portfolio, value $19,443,162.

    13F-HR 0001706669-25-000004 filed by TPG Financial 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 437,006 shares
    Change vs previous 13F +18,064 shares

    8.67% of the 13F portfolio, value $19,936,195.

    13F-HR 0001706669-25-000001 filed by TPG Financial 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 418,942 shares
    Change vs previous 13F not available

    8.75% of the 13F portfolio, value $19,434,696.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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