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White & Co Financial Planning Inc: JPIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White & Co Financial Planning Inc on JPIB, newest first. How the timeline and the estimate are built.

White & Co Financial Planning Inc held 77,901 JPIB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,901 shares
    Change vs previous 13F +6,804 shares

    2.33% of the 13F portfolio, value $3,766,534.

    13F-HR 0002039300-26-000006 filed by White & Co Financial Planning Inc
    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 71,097 shares
    Change vs previous 13F +6,561 shares

    2.39% of the 13F portfolio, value $3,399,847.

    13F-HR 0002039300-26-000004 filed by White & Co Financial Planning Inc
    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 64,536 shares
    Change vs previous 13F -94 shares

    2.35% of the 13F portfolio, value $3,142,903.

    13F-HR 0002039300-26-000002 filed by White & Co Financial Planning Inc
    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 64,630 shares
    Change vs previous 13F +274 shares

    2.39% of the 13F portfolio, value $3,168,809.

    13F-HR 0002039300-25-000009 filed by White & Co Financial Planning Inc
    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 64,356 shares
    Change vs previous 13F -200 shares

    2.5% of the 13F portfolio, value $3,127,699.

    13F-HR 0002039300-25-000006 filed by White & Co Financial Planning Inc
    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 64,556 shares
    Change vs previous 13F +246 shares

    2.66% of the 13F portfolio, value $3,092,869.

    13F-HR 0002039300-25-000003 filed by White & Co Financial Planning Inc
    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/A 64,310 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $3,039,282.

    13F-HR/A 0001941040-25-000076 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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