Red Mountain Financial, LLC: JPIE position timeline

Red Mountain Financial, LLC held 121,297 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 121,297 shares

   Change vs previous 13F +3,631 shares

   4.69% of the 13F portfolio, value $5,585,712.

   13F-HR 0001997650-26-000004 filed by Red Mountain Financial, 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).

2. period ended2026-03-31

   13F 117,666 shares

   Change vs previous 13F +2,934 shares

   5.11% of the 13F portfolio, value $5,420,873.

   13F-HR 0001997650-26-000002 filed by Red Mountain Financial, LLC
   Filed 2026-04-28 (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).

3. period ended2025-12-31

   13F 114,732 shares

   Change vs previous 13F +4,016 shares

   5.21% of the 13F portfolio, value $5,310,949.

   13F-HR 0001997650-26-000001 filed by Red Mountain Financial, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 110,716 shares

   Change vs previous 13F +1,789 shares

   5.22% of the 13F portfolio, value $5,138,321.

   13F-HR 0001997650-25-000007 filed by Red Mountain Financial, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F/A 108,927 shares

   Change vs previous 13F +6,827 shares

   5.6% of the 13F portfolio, value $5,045,517.

   13F-HR/A 0001997650-25-000005 filed by Red Mountain Financial, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 102,100 shares

   Change vs previous 13F +5,986 shares

   5.73% of the 13F portfolio, value $4,703,734.

   13F-HR 0001997650-25-000002 filed by Red Mountain Financial, LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 96,114 shares

   Change vs previous 13F +6,744 shares

   4.71% of the 13F portfolio, value $4,384,712.

   13F-HR 0001997650-25-000001 filed by Red Mountain Financial, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 89,370 shares

   Change vs previous 13F not available

   4.41% of the 13F portfolio, value $4,145,852.

   13F-HR 0001997650-24-000004 filed by Red Mountain Financial, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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