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JIM SAULNIER & ASSOCIATES, LLC: IMCB position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 7,876 IMCB 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 7,876 shares
    Change vs previous 13F -8,826 shares

    0.31% of the 13F portfolio, value $760,522.

    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 16,702 shares
    Change vs previous 13F -95 shares

    0.68% of the 13F portfolio, value $1,393,482.

    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 16,797 shares
    Change vs previous 13F +208 shares

    0.72% of the 13F portfolio, value $1,389,636.

    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 16,589 shares
    Change vs previous 13F -1,267 shares

    0.77% of the 13F portfolio, value $1,377,682.

    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 17,856 shares
    Change vs previous 13F -1,534 shares

    0.97% of the 13F portfolio, value $1,422,410.

    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 19,390 shares
    Change vs previous 13F +717 shares

    1.12% of the 13F portfolio, value $1,436,455.

    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 18,673 shares
    Change vs previous 13F +3,896 shares

    1.23% of the 13F portfolio, value $1,421,921.

    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 14,777 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,123,374.

    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).