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Pinion Investment Advisors, LLC: JPIE position timeline

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

Pinion Investment Advisors, LLC held 349,358 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 349,358 shares
    Change vs previous 13F +86,106 shares

    3.05% of the 13F portfolio, value $16,087,934.

    13F-HR 0001738738-26-000005 filed by Pinion Investment Advisors, 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 263,252 shares
    Change vs previous 13F +116,771 shares

    2.83% of the 13F portfolio, value $12,128,024.

    13F-HR 0001738738-26-000002 filed by Pinion Investment Advisors, 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 146,481 shares
    Change vs previous 13F +29,538 shares

    1.65% of the 13F portfolio, value $6,780,621.

    13F-HR 0001738738-26-000001 filed by Pinion Investment Advisors, 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 116,943 shares
    Change vs previous 13F +72,971 shares

    1.48% of the 13F portfolio, value $5,430,832.

    13F-HR 0001738738-25-000006 filed by Pinion Investment Advisors, 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 43,972 shares
    Change vs previous 13F -16,250 shares

    0.7% of the 13F portfolio, value $2,036,787.

    13F-HR 0001738738-25-000004 filed by Pinion Investment Advisors, 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 60,222 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,774,428.

    13F-HR 0001738738-25-000003 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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