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JIM SAULNIER & ASSOCIATES, LLC: CPNS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JIM SAULNIER & ASSOCIATES, LLC on CPNS, newest first. How the timeline and the estimate are built.

JIM SAULNIER & ASSOCIATES, LLC held 39,141 CPNS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,141 shares
    Change vs previous 13F -109 shares

    0.44% of the 13F portfolio, value $1,100,195.

    13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, 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 39,250 shares
    Change vs previous 13F -2,838 shares

    0.52% of the 13F portfolio, value $1,066,532.

    13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, 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 42,088 shares
    Change vs previous 13F -448 shares

    0.59% of the 13F portfolio, value $1,145,635.

    13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, 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 42,536 shares
    Change vs previous 13F +5,987 shares

    0.64% of the 13F portfolio, value $1,146,290.

    13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, 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 36,549 shares
    Change vs previous 13F -6,063 shares

    0.66% of the 13F portfolio, value $963,062.

    13F-HR 0002044420-25-000001 filed by JIM SAULNIER & ASSOCIATES, 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 42,612 shares
    Change vs previous 13F -192 shares

    0.83% of the 13F portfolio, value $1,072,651.

    13F-HR 0001843867-25-000006 filed by JIM SAULNIER & ASSOCIATES, 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 42,804 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,086,366.

    13F-HR 0001843867-25-000003 filed by JIM SAULNIER & ASSOCIATES, 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 42,804 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,071,808.

    13F-HR 0002044420-24-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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