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Wagner Wealth Management, LLC: JPIE position timeline

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

Wagner Wealth Management, LLC held 1,034,574 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,034,574 shares
    Change vs previous 13F +129,313 shares

    8.81% of the 13F portfolio, value $47,642,131.

    13F-HR 0001398344-26-012623 filed by Wagner 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 905,261 shares
    Change vs previous 13F +31,186 shares

    8.42% of the 13F portfolio, value $41,705,369.

    13F-HR 0001398344-26-007056 filed by Wagner 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 874,075 shares
    Change vs previous 13F +82,799 shares

    8.6% of the 13F portfolio, value $40,460,953.

    13F-HR 0001398344-26-001683 filed by Wagner 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 791,276 shares
    Change vs previous 13F +134,935 shares

    8.52% of the 13F portfolio, value $36,723,121.

    13F-HR 0001398344-25-019410 filed by Wagner 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 656,341 shares
    Change vs previous 13F +22,587 shares

    6.93% of the 13F portfolio, value $30,401,736.

    13F-HR 0001398344-25-013237 filed by Wagner 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 633,754 shares
    Change vs previous 13F +73,673 shares

    7.28% of the 13F portfolio, value $29,197,058.

    13F-HR 0001398344-25-007278 filed by Wagner 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 560,081 shares
    Change vs previous 13F +26,181 shares

    6.59% of the 13F portfolio, value $25,550,908.

    13F-HR 0001398344-25-001312 filed by Wagner 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 533,900 shares
    Change vs previous 13F not available

    6.69% of the 13F portfolio, value $24,767,602.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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