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Disclosery

Certified Advisory Corp: JPIE position timeline

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

Certified Advisory Corp held 517,962 JPIE 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 517,962 shares
    Change vs previous 13F +45,492 shares

    1.92% of the 13F portfolio, value $23,852,146.

    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 472,470 shares
    Change vs previous 13F +37,831 shares

    1.95% of the 13F portfolio, value $21,766,705.

    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 434,639 shares
    Change vs previous 13F +18,090 shares

    1.83% of the 13F portfolio, value $20,119,423.

    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 416,549 shares
    Change vs previous 13F +74,924 shares

    1.84% of the 13F portfolio, value $19,332,057.

    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 341,625 shares
    Change vs previous 13F +14,945 shares

    1.64% of the 13F portfolio, value $15,824,078.

    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 326,680 shares
    Change vs previous 13F -6,085 shares

    1.7% of the 13F portfolio, value $15,050,152.

    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 332,765 shares
    Change vs previous 13F +30,906 shares

    1.65% of the 13F portfolio, value $15,180,736.

    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 301,859 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $14,003,225.

    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).