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JIM SAULNIER & ASSOCIATES, LLC: PBMY position timeline

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

JIM SAULNIER & ASSOCIATES, LLC held 154,475 PBMY 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 154,475 shares
    Change vs previous 13F +54,997 shares

    1.94% of the 13F portfolio, value $4,816,256.

    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 99,478 shares
    Change vs previous 13F +73 shares

    1.47% of the 13F portfolio, value $3,010,418.

    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 99,405 shares
    Change vs previous 13F 0 shares

    1.55% of the 13F portfolio, value $2,983,641.

    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 99,405 shares
    Change vs previous 13F -17 shares

    1.63% of the 13F portfolio, value $2,929,962.

    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 99,422 shares
    Change vs previous 13F +31,758 shares

    1.95% of the 13F portfolio, value $2,859,118.

    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 67,664 shares
    Change vs previous 13F -10,788 shares

    1.44% of the 13F portfolio, value $1,852,146.

    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 78,452 shares
    Change vs previous 13F 0 shares

    1.85% of the 13F portfolio, value $2,144,533.

    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 78,452 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $2,104,993.

    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).