Skip to content
Disclosery

JIM SAULNIER & ASSOCIATES, LLC: IBIJ position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 47,604 IBIJ 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 47,604 shares
    Change vs previous 13F +1,478 shares

    0.5% of the 13F portfolio, value $1,242,205.

    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 46,126 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,198,341.

    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 46,126 shares
    Change vs previous 13F +903 shares

    0.62% of the 13F portfolio, value $1,192,344.

    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 45,223 shares
    Change vs previous 13F +1,176 shares

    0.67% of the 13F portfolio, value $1,193,200.

    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 44,047 shares
    Change vs previous 13F +1,540 shares

    0.79% of the 13F portfolio, value $1,151,386.

    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 42,507 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $1,110,491.

    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 42,507 shares
    Change vs previous 13F +456 shares

    0.91% of the 13F portfolio, value $1,059,695.

    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 42,051 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,110,136.

    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).