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Patton Albertson Miller Group, LLC: JPIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patton Albertson Miller Group, LLC on JPIB, newest first. How the timeline and the estimate are built.

Patton Albertson Miller Group, LLC held 150,308 JPIB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,308 shares
    Change vs previous 13F +137,011 shares

    0.72% of the 13F portfolio, value $7,267,392.

    13F-HR 0001511037-26-000007 filed by Patton Albertson Miller Group, 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 13,297 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $635,863.

    13F-HR 0001511037-26-000004 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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