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JIM SAULNIER & ASSOCIATES, LLC: IBIC position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 12,356 IBIC 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 12,356 shares
    Change vs previous 13F +1,369 shares

    0.13% of the 13F portfolio, value $322,374.

    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 10,987 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $284,829.

    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 10,987 shares
    Change vs previous 13F -1,410 shares

    0.15% of the 13F portfolio, value $280,764.

    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 12,397 shares
    Change vs previous 13F +157 shares

    0.18% of the 13F portfolio, value $321,515.

    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 12,240 shares
    Change vs previous 13F +865 shares

    0.22% of the 13F portfolio, value $317,748.

    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 11,375 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $295,542.

    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).