Pearl Planning LLC: JPIE position timeline

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

Pearl Planning LLC held 391,356 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 391,356 shares
Change vs previous 13F +33,210 shares
8.29% of the 13F portfolio, value $18,021,926.
13F-HR 0002100519-26-000004 filed by Pearl Planning LLC
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 358,146 shares
Change vs previous 13F not available
8.82% of the 13F portfolio, value $16,499,779.
13F-HR 0002100519-26-000003 filed by Pearl Planning LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).