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Disclosery

NavPoint Financial, Inc.: JPIE position timeline

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

NavPoint Financial, Inc. held 519,341 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 519,341 shares
    Change vs previous 13F +20,441 shares

    8.86% of the 13F portfolio, value $23,915,632.

    13F-HR 0002085853-26-000833 filed by NavPoint Financial, Inc.
    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 498,900 shares
    Change vs previous 13F +38,124 shares

    9.29% of the 13F portfolio, value $22,984,314.

    13F-HR 0002085853-26-000497 filed by NavPoint Financial, Inc.
    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 460,776 shares
    Change vs previous 13F +95,235 shares

    9.12% of the 13F portfolio, value $21,329,321.

    13F-HR 0002085853-26-000056 filed by NavPoint Financial, Inc.
    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 365,541 shares
    Change vs previous 13F +68,349 shares

    8.9% of the 13F portfolio, value $16,964,757.

    13F-HR 0002085853-25-000039 filed by NavPoint Financial, Inc.
    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 297,192 shares
    Change vs previous 13F +82,093 shares

    8.32% of the 13F portfolio, value $13,765,947.

    13F-HR 0001667731-25-000937 filed by NavPoint Financial, Inc.
    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 215,099 shares
    Change vs previous 13F +57,397 shares

    6.97% of the 13F portfolio, value $9,909,595.

    13F-HR 0001667731-25-000423 filed by NavPoint Financial, Inc.
    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 157,702 shares
    Change vs previous 13F +59,565 shares

    5.69% of the 13F portfolio, value $7,194,345.

    13F-HR 0001667731-25-000117 filed by NavPoint Financial, Inc.
    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 98,137 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $4,552,556.

    13F-HR 0002009813-24-000004 filed by NavPoint Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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