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SCHMIDT P J INVESTMENT MANAGEMENT INC: IBTJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHMIDT P J INVESTMENT MANAGEMENT INC on IBTJ, newest first. How the timeline and the estimate are built.

SCHMIDT P J INVESTMENT MANAGEMENT INC held 24,081 IBTJ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,081 shares
    Change vs previous 13F +23 shares

    0.08% of the 13F portfolio, value $521,364.

    13F-HR 0001008895-26-000003 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 24,058 shares
    Change vs previous 13F +7,016 shares

    0.09% of the 13F portfolio, value $525,490.

    13F-HR 0001008895-26-000002 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 17,042 shares
    Change vs previous 13F -486 shares

    0.06% of the 13F portfolio, value $373,997.

    13F-HR 0001008895-26-000001 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 17,528 shares
    Change vs previous 13F +24 shares

    0.06% of the 13F portfolio, value $384,835.

    13F-HR 0001008895-25-000008 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 17,504 shares
    Change vs previous 13F +24 shares

    0.07% of the 13F portfolio, value $383,695.

    13F-HR 0001008895-25-000006 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 17,480 shares
    Change vs previous 13F -1,357 shares

    0.07% of the 13F portfolio, value $380,549.

    13F-HR 0001008895-25-000005 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 18,837 shares
    Change vs previous 13F +4,286 shares

    0.07% of the 13F portfolio, value $401,720.

    13F-HR 0001008895-25-000001 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    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 14,551 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $321,648.

    13F-HR 0001008895-24-000005 filed by SCHMIDT P J INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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