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Disclosery

Williams Financial, LLC: JPIE position timeline

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

Williams Financial, LLC held 1,120,305 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,120,305 shares
    Change vs previous 13F +69,238 shares

    26.66% of the 13F portfolio, value $51,590,051.

    13F-HR 0001214659-26-008749 filed by Williams Financial, 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 1,051,067 shares
    Change vs previous 13F -2,635 shares

    28.19% of the 13F portfolio, value $48,422,673.

    13F-HR 0001214659-26-005070 filed by Williams Financial, 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 1,053,702 shares
    Change vs previous 13F +597,595 shares

    28.22% of the 13F portfolio, value $48,775,852.

    13F-HR 0001214659-26-001066 filed by Williams Financial, LLC
    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 456,107 shares
    Change vs previous 13F +3,039 shares

    21.83% of the 13F portfolio, value $21,167,917.

    13F-HR 0001214659-25-015285 filed by Williams Financial, LLC
    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 453,068 shares
    Change vs previous 13F +54,707 shares

    22.88% of the 13F portfolio, value $20,986,099.

    13F-HR 0001214659-25-010315 filed by Williams Financial, LLC
    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 398,361 shares
    Change vs previous 13F not available

    12.83% of the 13F portfolio, value $18,352,507.

    13F-HR 0001214659-25-006263 filed by Williams Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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