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Narus Financial Partners, LLC: JPIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Narus Financial Partners, LLC on JPIE, newest first. How the timeline and the estimate are built.

Narus Financial Partners, LLC held 74,803 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,803 shares
    Change vs previous 13F +7,230 shares

    0.88% of the 13F portfolio, value $3,444,684.

    13F-HR 0001698091-26-000004 filed by Narus Financial Partners, 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 67,573 shares
    Change vs previous 13F +12,446 shares

    0.82% of the 13F portfolio, value $3,113,083.

    13F-HR 0001698091-26-000003 filed by Narus Financial Partners, 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 55,127 shares
    Change vs previous 13F -378 shares

    0.7% of the 13F portfolio, value $2,551,839.

    13F-HR 0001698091-26-000002 filed by Narus Financial Partners, 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/A 55,505 shares
    Change vs previous 13F +6,497 shares

    0.7% of the 13F portfolio, value $2,575,986.

    13F-HR/A 0001698091-26-000001 filed by Narus Financial Partners, 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 49,008 shares
    Change vs previous 13F -4,664 shares

    0.71% of the 13F portfolio, value $2,270,051.

    13F-HR 0001698091-25-000004 filed by Narus Financial Partners, 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 53,672 shares
    Change vs previous 13F -7,361 shares

    0.84% of the 13F portfolio, value $2,472,669.

    13F-HR 0001698091-25-000003 filed by Narus Financial Partners, 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 61,033 shares
    Change vs previous 13F +23,208 shares

    0.94% of the 13F portfolio, value $2,784,343.

    13F-HR 0001698091-25-000001 filed by Narus Financial Partners, 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 37,825 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,754,693.

    13F-HR 0001698091-24-000009 filed by Narus Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).