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JIM SAULNIER & ASSOCIATES, LLC: PBJA position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 84,492 PBJA 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 84,492 shares
    Change vs previous 13F -5,665 shares

    1.1% of the 13F portfolio, value $2,727,757.

    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 90,157 shares
    Change vs previous 13F +48,756 shares

    1.33% of the 13F portfolio, value $2,743,153.

    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 41,401 shares
    Change vs previous 13F +3,566 shares

    0.66% of the 13F portfolio, value $1,278,463.

    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 37,835 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,139,568.

    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 37,835 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,100,635.

    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 37,835 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,046,285.

    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).