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Disclosery

Waterloo Capital, L.P.: JPIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on JPIE, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 182,882 JPIE 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 182,882 shares
    Change vs previous 13F -56,903 shares

    0.47% of the 13F portfolio, value $8,421,701.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 239,785 shares
    Change vs previous 13F +54,618 shares

    0.78% of the 13F portfolio, value $11,046,880.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 185,167 shares
    Change vs previous 13F +4,363 shares

    0.62% of the 13F portfolio, value $8,571,364.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 180,804 shares
    Change vs previous 13F +10,885 shares

    0.62% of the 13F portfolio, value $8,391,112.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 169,919 shares
    Change vs previous 13F -2,182 shares

    0.64% of the 13F portfolio, value $7,870,640.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 172,101 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $7,928,709.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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