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Disclosery

Focus Partners Wealth: JPIE position timeline

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

Focus Partners Wealth held 276,267 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,267 shares
    Change vs previous 13F +11,298 shares

    0.01% of the 13F portfolio, value $12,722,138.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 183,114 shares
    • Focus Partners Advisor Solutions, LLC: 93,153 shares

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

  2. period ended2026-03-31
    13F 264,969 shares
    Change vs previous 13F +67,994 shares

    0.01% of the 13F portfolio, value $12,207,143.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 180,157 shares
    • Focus Partners Advisor Solutions, LLC: 84,812 shares

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

  3. period ended2025-12-31
    13F 196,975 shares
    Change vs previous 13F +69,456 shares

    0.01% of the 13F portfolio, value $9,119,396.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 127,519 shares
    Change vs previous 13F +9,327 shares

    0.01% of the 13F portfolio, value $5,918,171.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 127,519 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 118,192 shares
    Change vs previous 13F +18,202 shares

    0.01% of the 13F portfolio, value $5,474,677.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 112,665 shares
    • Focus Partners Advisor Solutions, LLC: 5,527 shares

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

  6. period ended2025-03-31
    13F/A 99,990 shares
    Change vs previous 13F +42,063 shares

    0.01% of the 13F portfolio, value $4,606,545.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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 57,927 shares
    Change vs previous 13F +1,777 shares

    0.01% of the 13F portfolio, value $2,642,662.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 56,150 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,604,803.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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