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JIM SAULNIER & ASSOCIATES, LLC: PBAP position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 81,028 PBAP 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 81,028 shares
    Change vs previous 13F +23,794 shares

    1.01% of the 13F portfolio, value $2,513,059.

    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 57,234 shares
    Change vs previous 13F -3,200 shares

    0.82% of the 13F portfolio, value $1,682,851.

    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 60,434 shares
    Change vs previous 13F -1,492 shares

    0.91% of the 13F portfolio, value $1,751,075.

    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 61,926 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $1,759,937.

    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 61,926 shares
    Change vs previous 13F +12,287 shares

    1.17% of the 13F portfolio, value $1,717,419.

    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 49,639 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $1,320,929.

    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 49,639 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $1,352,563.

    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 49,639 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,324,999.

    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).