Resurgent Financial Advisors LLC: JPIE position timeline

Resurgent Financial Advisors LLC held 15,739 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 15,739 shares

   Change vs previous 13F +591 shares

   0.2% of the 13F portfolio, value $724,781.

   13F-HR 0001912339-26-000004 filed by Resurgent Financial Advisors LLC
   Filed 2026-08-14 (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 15,148 shares

   Change vs previous 13F +148 shares

   0.25% of the 13F portfolio, value $697,868.

   13F-HR 0001912339-26-000002 filed by Resurgent Financial Advisors LLC
   Filed 2026-05-13 (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 15,000 shares

   Change vs previous 13F +1,308 shares

   0.35% of the 13F portfolio, value $694,350.

   13F-HR 0001912339-26-000001 filed by Resurgent Financial Advisors LLC
   Filed 2026-02-12 (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 13,692 shares

   Change vs previous 13F +7,141 shares

   0.31% of the 13F portfolio, value $635,446.

   13F-HR 0001912339-25-000002 filed by Resurgent Financial Advisors LLC
   Filed 2025-11-13 (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 6,551 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $303,442.

   13F-HR 0001085146-25-004779 filed by Resurgent Financial Advisors LLC
   Filed 2025-08-11 (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).