Skip to content
Disclosery

Tradition Wealth Management, LLC: JPIE position timeline

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

Tradition Wealth Management, LLC held 355,491 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 355,491 shares
    Change vs previous 13F +29,005 shares

    1% of the 13F portfolio, value $16,370,367.

    13F-HR 0001843010-26-000004 filed by Tradition 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 326,486 shares
    Change vs previous 13F +31,175 shares

    1.07% of the 13F portfolio, value $15,041,214.

    13F-HR 0001843010-26-000003 filed by Tradition 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 295,311 shares
    Change vs previous 13F +30,720 shares

    0.98% of the 13F portfolio, value $13,669,964.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 264,591 shares
    Change vs previous 13F +18,685 shares

    0.91% of the 13F portfolio, value $12,279,689.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 245,906 shares
    Change vs previous 13F +80,093 shares

    0.91% of the 13F portfolio, value $11,390,369.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 165,813 shares
    Change vs previous 13F +78,753 shares

    0.67% of the 13F portfolio, value $7,639,006.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 87,060 shares
    Change vs previous 13F +5,111 shares

    0.35% of the 13F portfolio, value $3,971,693.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 81,949 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,801,625.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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