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Disclosery

JIM SAULNIER & ASSOCIATES, LLC: IBTL position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 33,505 IBTL 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 33,505 shares
    Change vs previous 13F +2,059 shares

    0.27% of the 13F portfolio, value $676,457.

    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 31,446 shares
    Change vs previous 13F +9,831 shares

    0.31% of the 13F portfolio, value $641,466.

    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 21,615 shares
    Change vs previous 13F +9,201 shares

    0.23% of the 13F portfolio, value $443,655.

    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 12,414 shares
    Change vs previous 13F +852 shares

    0.14% of the 13F portfolio, value $255,359.

    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 11,562 shares
    Change vs previous 13F +115 shares

    0.16% of the 13F portfolio, value $237,021.

    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 11,447 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $232,710.

    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).