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Certified Advisory Corp: JPIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on JPIB, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 364,814 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 364,814 shares
    Change vs previous 13F +13,241 shares

    1.42% of the 13F portfolio, value $17,638,758.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 351,573 shares
    Change vs previous 13F +30,936 shares

    1.51% of the 13F portfolio, value $16,812,208.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 320,637 shares
    Change vs previous 13F +19,552 shares

    1.42% of the 13F portfolio, value $15,615,037.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 301,085 shares
    Change vs previous 13F +101,542 shares

    1.4% of the 13F portfolio, value $14,762,201.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 199,543 shares
    Change vs previous 13F +1,757 shares

    1.01% of the 13F portfolio, value $9,701,794.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 197,786 shares
    Change vs previous 13F -15,825 shares

    1.07% of the 13F portfolio, value $9,471,951.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 213,611 shares
    Change vs previous 13F +24,790 shares

    1.1% of the 13F portfolio, value $10,095,276.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 188,821 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $9,187,087.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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