WEALTHEDGE INVESTMENT ADVISORS, LLC: JPEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTHEDGE INVESTMENT ADVISORS, LLC on JPEM, newest first. How the timeline and the estimate are built.
WEALTHEDGE INVESTMENT ADVISORS, LLC held 8,883 JPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 8,883 sharesChange vs previous 13F -1,596 shares
0.19% of the 13F portfolio, value $557,675.
13F-HR 0002058455-26-000003 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,479 sharesChange vs previous 13F -764 shares
0.24% of the 13F portfolio, value $651,045.
13F-HR 0002058455-26-000002 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,243 sharesChange vs previous 13F -640 shares
0.25% of the 13F portfolio, value $682,836.
13F-HR 0002058455-26-000001 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,883 sharesChange vs previous 13F +414 shares
0.27% of the 13F portfolio, value $701,074.
13F-HR 0002058455-25-000003 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,469 sharesChange vs previous 13F -8,736 shares
0.27% of the 13F portfolio, value $647,027.
13F-HR 0001085146-25-004997 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,205 sharesChange vs previous 13F -6,749 shares
0.48% of the 13F portfolio, value $1,065,259.
13F-HR 0001085146-25-003040 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,954 sharesChange vs previous 13F not available
0.63% of the 13F portfolio, value $1,398,434.
13F-HR 0001085146-25-001825 filed by WEALTHEDGE INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).