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JIM SAULNIER & ASSOCIATES, LLC: CPSN position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 13,142 CPSN 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 13,142 shares
    Change vs previous 13F -48 shares

    0.15% of the 13F portfolio, value $363,836.

    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 13,190 shares
    Change vs previous 13F -28,884 shares

    0.17% of the 13F portfolio, value $353,096.

    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 42,074 shares
    Change vs previous 13F -8,161 shares

    0.59% of the 13F portfolio, value $1,132,173.

    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 50,235 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,336,502.

    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 50,235 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $1,308,205.

    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 50,235 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $1,268,057.

    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 50,235 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,270,649.

    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).