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Welch Financial Planning, LLC: PJUL position timeline

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

Welch Financial Planning, LLC held 18,062 PJUL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,062 shares
    Change vs previous 13F -160 shares

    0.51% of the 13F portfolio, value $881,606.

    13F-HR 0002085141-26-000003 filed by Welch Financial Planning, 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 18,222 shares
    Change vs previous 13F -894 shares

    0.6% of the 13F portfolio, value $837,620.

    13F-HR 0002085141-26-000002 filed by Welch Financial Planning, 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 19,116 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $887,556.

    13F-HR 0002085141-26-000001 filed by Welch Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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