MAINSTAY CAPITAL MANAGEMENT LLC /ADV: JPIB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAINSTAY CAPITAL MANAGEMENT LLC /ADV on JPIB, newest first. How the timeline and the estimate are built.
MAINSTAY CAPITAL MANAGEMENT LLC /ADV held 14,824 JPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 14,824 sharesChange vs previous 13F +959 shares
0.05% of the 13F portfolio, value $716,740.
13F-HR 0001127612-26-000005 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,865 sharesChange vs previous 13F +2,079 shares
0.05% of the 13F portfolio, value $663,025.
13F-HR 0001127612-26-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,786 sharesChange vs previous 13F -470,919 shares
0.04% of the 13F portfolio, value $573,978.
13F-HR 0001127612-26-000002 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 482,705 sharesChange vs previous 13F -446,196 shares
2.37% of the 13F portfolio, value $23,667,026.
13F-HR 0001127612-25-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 928,901 sharesChange vs previous 13F +923,716 shares
2.23% of the 13F portfolio, value $45,163,165.
13F-HR 0001085146-25-004134 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,185 sharesChange vs previous 13F -394 shares
0.03% of the 13F portfolio, value $248,310.
13F-HR 0001085146-25-002600 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,579 sharesChange vs previous 13F -273 shares
0.04% of the 13F portfolio, value $263,664.
13F-HR 0001085146-25-000746 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,852 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $284,729.
13F-HR 0001085146-24-005075 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).