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D L CARLSON INVESTMENT GROUP INC: JPEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D L CARLSON INVESTMENT GROUP INC on JPEF, newest first. How the timeline and the estimate are built.

D L CARLSON INVESTMENT GROUP INC held 37,260 JPEF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,260 shares
    Change vs previous 13F +452 shares

    0.48% of the 13F portfolio, value $2,993,105.

    13F-HR 0001021117-26-000003 filed by D L CARLSON INVESTMENT GROUP INC
    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 36,808 shares
    Change vs previous 13F +2,588 shares

    0.45% of the 13F portfolio, value $2,643,170.

    13F-HR 0001021117-26-000002 filed by D L CARLSON INVESTMENT GROUP INC
    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 34,220 shares
    Change vs previous 13F +2,755 shares

    0.43% of the 13F portfolio, value $2,555,791.

    13F-HR 0001021117-26-000001 filed by D L CARLSON INVESTMENT GROUP INC
    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 31,465 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,331,242.

    13F-HR 0001021117-25-000005 filed by D L CARLSON INVESTMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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