Skip to content
Disclosery

PFG Advisors: JPIE position timeline

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

PFG Advisors held 61,207 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,207 shares
    Change vs previous 13F +2,409 shares

    0.14% of the 13F portfolio, value $2,818,593.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 58,798 shares
    Change vs previous 13F +10,053 shares

    0.13% of the 13F portfolio, value $2,708,804.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 48,745 shares
    Change vs previous 13F +7,720 shares

    0.11% of the 13F portfolio, value $2,256,421.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 41,025 shares
    Change vs previous 13F +2,808 shares

    0.08% of the 13F portfolio, value $1,903,987.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 38,217 shares
    Change vs previous 13F +10,274 shares

    0.08% of the 13F portfolio, value $1,770,208.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 27,943 shares
    Change vs previous 13F +19,360 shares

    0.07% of the 13F portfolio, value $1,287,320.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 8,583 shares
    Change vs previous 13F +3,545 shares

    0.02% of the 13F portfolio, value $391,554.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 5,038 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,693.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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