Wealthspire Advisors, LLC: JPC position timeline

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

Wealthspire Advisors, LLC held 199,488 JPC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 199,488 shares
Change vs previous 13F -3,171 shares
0.01% of the 13F portfolio, value $1,571,966.
13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 202,659 shares
Change vs previous 13F +473 shares
0.01% of the 13F portfolio, value $1,528,049.
13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 202,186 shares
Change vs previous 13F -24,300 shares
0.01% of the 13F portfolio, value $1,639,729.
13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 226,486 shares
Change vs previous 13F +33,441 shares
0.01% of the 13F portfolio, value $1,857,186.
13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 193,045 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $1,548,221.
13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).