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Disclosery

Southern Financial Group, LLC: JPIE position timeline

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

Southern Financial Group, LLC held 1,410,454 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,410,454 shares
    Change vs previous 13F +61,201 shares

    16.58% of the 13F portfolio, value $64,951,427.

    13F-HR 0001172661-26-002786 filed by Southern Financial Group, 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 1,349,253 shares
    Change vs previous 13F +41,516 shares

    17.37% of the 13F portfolio, value $62,160,070.

    13F-HR 0001172661-26-002459 filed by Southern Financial Group, 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 1,307,737 shares
    Change vs previous 13F not available

    17.33% of the 13F portfolio, value $60,535,131.

    13F-HR 0001172661-26-002458 filed by Southern Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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