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
- period ended2026-06-3013F 247,862 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 234,753 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 225,353 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 207,837 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 199,408 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 195,818 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 195,442 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 189,777 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).