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Disclosery

Wealth Group, Ltd.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Group, Ltd. on JPM, newest first. How the timeline and the estimate are built.

Wealth Group, Ltd. held 8,232 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,232 shares
    Change vs previous 13F +3,686 shares

    0.67% of the 13F portfolio, value $2,695,000.

    13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
    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 4,546 shares
    Change vs previous 13F +331 shares

    1.25% of the 13F portfolio, value $1,337,000.

    13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
    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 4,215 shares
    Change vs previous 13F +163 shares

    1.32% of the 13F portfolio, value $1,358,000.

    13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,052 shares
    Change vs previous 13F -3,197 shares

    1.17% of the 13F portfolio, value $1,175,000.

    13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 7,249 shares
    Change vs previous 13F -186 shares

    1.15% of the 13F portfolio, value $1,778,000.

    13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 7,435 shares
    Change vs previous 13F -15 shares

    1.15% of the 13F portfolio, value $1,782,000.

    13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F/A 7,450 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,571,000.

    13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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