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JIM SAULNIER & ASSOCIATES, LLC: PBMR position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 91,628 PBMR 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 91,628 shares
    Change vs previous 13F -3,162 shares

    1.18% of the 13F portfolio, value $2,940,654.

    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 94,790 shares
    Change vs previous 13F +22,071 shares

    1.4% of the 13F portfolio, value $2,873,976.

    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 72,719 shares
    Change vs previous 13F -2,848 shares

    1.15% of the 13F portfolio, value $2,217,930.

    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 75,567 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $2,254,239.

    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 75,567 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $2,179,609.

    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 75,567 shares
    Change vs previous 13F +63,496 shares

    1.62% of the 13F portfolio, value $2,077,337.

    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 12,071 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $332,010.

    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 12,071 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $324,911.

    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).