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JIM SAULNIER & ASSOCIATES, LLC: MSML position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 4,836 MSML 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 4,836 shares
    Change vs previous 13F -5,312 shares

    0.15% of the 13F portfolio, value $365,122.

    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 10,148 shares
    Change vs previous 13F -5 shares

    0.32% of the 13F portfolio, value $660,527.

    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 10,153 shares
    Change vs previous 13F +68 shares

    0.34% of the 13F portfolio, value $660,068.

    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 10,085 shares
    Change vs previous 13F -294 shares

    0.36% of the 13F portfolio, value $639,656.

    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 10,379 shares
    Change vs previous 13F -465 shares

    0.41% of the 13F portfolio, value $604,839.

    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 10,844 shares
    Change vs previous 13F +441 shares

    0.46% of the 13F portfolio, value $587,495.

    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 10,403 shares
    Change vs previous 13F +2,339 shares

    0.53% of the 13F portfolio, value $610,266.

    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 8,064 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $473,253.

    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).