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Wealthcare Advisory Partners LLC: JPIE position timeline

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

Wealthcare Advisory Partners LLC held 630,709 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 630,709 shares
    Change vs previous 13F +35,498 shares

    0.55% of the 13F portfolio, value $29,044,139.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    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 595,211 shares
    Change vs previous 13F +62,426 shares

    0.53% of the 13F portfolio, value $27,421,371.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    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 532,785 shares
    Change vs previous 13F +18,769 shares

    0.48% of the 13F portfolio, value $24,662,612.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    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 514,016 shares
    Change vs previous 13F +31,139 shares

    0.5% of the 13F portfolio, value $23,855,492.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    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 482,877 shares
    Change vs previous 13F +52,164 shares

    0.51% of the 13F portfolio, value $22,366,855.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    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 430,713 shares
    Change vs previous 13F +222,546 shares

    0.53% of the 13F portfolio, value $19,842,945.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    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 208,167 shares
    Change vs previous 13F +11,093 shares

    0.26% of the 13F portfolio, value $9,496,589.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    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 197,074 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $9,142,242.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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