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Colter Lewis Investment Partners LLC: JPIE position timeline

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

Colter Lewis Investment Partners LLC held 177,357 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,357 shares
    Change vs previous 13F +73,720 shares

    3.63% of the 13F portfolio, value $8,167,271.

    13F-HR 0001405086-26-000598 filed by Colter Lewis Investment 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 103,637 shares
    Change vs previous 13F +20,416 shares

    4.49% of the 13F portfolio, value $4,774,538.

    13F-HR 0001405086-26-000325 filed by Colter Lewis Investment 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 83,221 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $3,869,913.

    13F-HR 0001405086-26-000110 filed by Colter Lewis Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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