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JIM SAULNIER & ASSOCIATES, LLC: PBJL position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 127,411 PBJL 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 127,411 shares
    Change vs previous 13F 0 shares

    1.6% of the 13F portfolio, value $3,986,690.

    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 127,411 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $3,786,171.

    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 127,411 shares
    Change vs previous 13F 0 shares

    1.98% of the 13F portfolio, value $3,818,189.

    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 127,411 shares
    Change vs previous 13F +36,680 shares

    2.09% of the 13F portfolio, value $3,746,508.

    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 90,731 shares
    Change vs previous 13F 0 shares

    1.76% of the 13F portfolio, value $2,576,760.

    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 90,731 shares
    Change vs previous 13F +4,327 shares

    1.86% of the 13F portfolio, value $2,396,133.

    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 86,404 shares
    Change vs previous 13F -6,963 shares

    2% of the 13F portfolio, value $2,315,549.

    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 93,367 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $2,461,920.

    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).