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Disclosery

RFG Advisory, LLC: JPIE position timeline

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

RFG Advisory, LLC held 71,554 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,554 shares
    Change vs previous 13F -16,156 shares

    0.05% of the 13F portfolio, value $3,295,056.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 87,710 shares
    Change vs previous 13F +6,966 shares

    0.07% of the 13F portfolio, value $4,040,778.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 80,744 shares
    Change vs previous 13F +10,958 shares

    0.07% of the 13F portfolio, value $3,737,623.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 69,786 shares
    Change vs previous 13F +6,526 shares

    0.07% of the 13F portfolio, value $3,238,774.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 63,260 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,930,181.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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