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Wayfinding Financial, LLC: JPIE position timeline

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

Wayfinding Financial, LLC held 8,681 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 8,681 shares
    Change vs previous 13F -265 shares

    0.15% of the 13F portfolio, value $399,000.

    13F-HR 0001898131-26-000003 filed by Wayfinding Financial, 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 8,946 shares
    Change vs previous 13F -2,522 shares

    0.18% of the 13F portfolio, value $412,000.

    13F-HR 0001898131-26-000002 filed by Wayfinding Financial, 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 11,468 shares
    Change vs previous 13F -1,829 shares

    0.23% of the 13F portfolio, value $533,000.

    13F-HR 0001898131-26-000001 filed by Wayfinding Financial, 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 13,297 shares
    Change vs previous 13F +834 shares

    0.27% of the 13F portfolio, value $617,000.

    13F-HR 0001898131-25-000005 filed by Wayfinding Financial, 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 12,463 shares
    Change vs previous 13F -5,399 shares

    0.26% of the 13F portfolio, value $576,000.

    13F-HR 0001898131-25-000002 filed by Wayfinding Financial, 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 17,862 shares
    Change vs previous 13F +3,882 shares

    0.36% of the 13F portfolio, value $822,000.

    13F-HR 0001898131-25-000001 filed by Wayfinding Financial, 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 13,980 shares
    Change vs previous 13F -1,153 shares

    0.34% of the 13F portfolio, value $640,000.

    13F-HR 0001898296-25-000003 filed by Wayfinding Financial, 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 15,133 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $702,000.

    13F-HR 0001898131-24-000002 filed by Wayfinding Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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