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Richard W. Paul & Associates, LLC: JPIE position timeline

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

Richard W. Paul & Associates, LLC held 247,862 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,862 shares
    Change vs previous 13F +13,109 shares

    3.49% of the 13F portfolio, value $11,414,056.

    13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, 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 234,753 shares
    Change vs previous 13F +9,400 shares

    3.64% of the 13F portfolio, value $10,815,059.

    13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, 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 225,353 shares
    Change vs previous 13F +17,516 shares

    3.46% of the 13F portfolio, value $10,431,596.

    13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, 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 207,837 shares
    Change vs previous 13F +8,429 shares

    3.29% of the 13F portfolio, value $9,645,720.

    13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, 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 199,408 shares
    Change vs previous 13F +3,590 shares

    3.34% of the 13F portfolio, value $9,236,568.

    13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, 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 195,818 shares
    Change vs previous 13F +376 shares

    3.54% of the 13F portfolio, value $9,021,315.

    13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, LLC
    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 195,442 shares
    Change vs previous 13F +5,665 shares

    3.25% of the 13F portfolio, value $8,916,065.

    13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, LLC
    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 189,777 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $8,803,766.

    13F-HR 0001964203-24-000004 filed by Richard W. Paul & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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