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Disclosery

Burk Holdings LLC: JHPI position timeline

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

Burk Holdings LLC held 155,379 JHPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,379 shares
    Change vs previous 13F +13,728 shares

    1.3% of the 13F portfolio, value $3,527,036.

    13F-HR 0002079815-26-000003 filed by Burk Holdings 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 141,651 shares
    Change vs previous 13F +9,428 shares

    1.37% of the 13F portfolio, value $3,198,470.

    13F-HR 0002079815-26-000002 filed by Burk Holdings 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 132,223 shares
    Change vs previous 13F +9,373 shares

    1.44% of the 13F portfolio, value $3,019,570.

    13F-HR 0002079815-26-000001 filed by Burk Holdings 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 122,850 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,846,442.

    13F-HR 0002079815-25-000004 filed by Burk Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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