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Continuum Advisory, LLC: JPIE position timeline

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

Continuum Advisory, LLC held 114,965 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,965 shares
    Change vs previous 13F +1,719 shares

    0.43% of the 13F portfolio, value $5,294,141.

    13F-HR 0001420506-26-001438 filed by Continuum Advisory, 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 113,246 shares
    Change vs previous 13F +4,720 shares

    0.5% of the 13F portfolio, value $5,217,258.

    13F-HR 0001420506-26-000704 filed by Continuum Advisory, 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 108,526 shares
    Change vs previous 13F +8,247 shares

    0.5% of the 13F portfolio, value $5,023,683.

    13F-HR 0001420506-26-000267 filed by Continuum Advisory, 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 100,279 shares
    Change vs previous 13F +9,541 shares

    0.49% of the 13F portfolio, value $4,653,941.

    13F-HR 0001420506-25-002870 filed by Continuum Advisory, 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 90,738 shares
    Change vs previous 13F +14,408 shares

    0.51% of the 13F portfolio, value $4,202,964.

    13F-HR 0001420506-25-001895 filed by Continuum Advisory, 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 76,330 shares
    Change vs previous 13F +19,377 shares

    0.45% of the 13F portfolio, value $3,516,519.

    13F-HR 0001420506-25-000801 filed by Continuum Advisory, 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 56,953 shares
    Change vs previous 13F +12,088 shares

    0.33% of the 13F portfolio, value $2,598,199.

    13F-HR 0001420506-25-000628 filed by Continuum Advisory, 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 44,865 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,049,003.

    13F-HR 0001420506-24-002589 filed by Continuum Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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