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JIM SAULNIER & ASSOCIATES, LLC: PBJN position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 147,369 PBJN 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 147,369 shares
    Change vs previous 13F +16,487 shares

    1.83% of the 13F portfolio, value $4,544,860.

    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 130,882 shares
    Change vs previous 13F -42 shares

    1.9% of the 13F portfolio, value $3,908,935.

    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 130,924 shares
    Change vs previous 13F 0 shares

    2.03% of the 13F portfolio, value $3,916,592.

    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 130,924 shares
    Change vs previous 13F 0 shares

    2.14% of the 13F portfolio, value $3,844,583.

    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 130,924 shares
    Change vs previous 13F +55,842 shares

    2.54% of the 13F portfolio, value $3,729,737.

    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 75,082 shares
    Change vs previous 13F +4,400 shares

    1.55% of the 13F portfolio, value $1,992,323.

    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 70,682 shares
    Change vs previous 13F -7,022 shares

    1.63% of the 13F portfolio, value $1,891,238.

    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 77,704 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $2,044,874.

    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).