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Savant Capital, LLC: JPIE position timeline

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

Savant Capital, LLC held 6,215,784 JPIE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,215,784 shares
    Change vs previous 13F -215,610 shares

    0.84% of the 13F portfolio, value $286,236,796.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 6,431,394 shares
    Change vs previous 13F +2,898,914 shares

    1.43% of the 13F portfolio, value $296,294,293.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 3,532,480 shares
    Change vs previous 13F +7,636 shares

    0.93% of the 13F portfolio, value $163,518,471.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 3,524,844 shares
    Change vs previous 13F +327,201 shares

    0.99% of the 13F portfolio, value $163,587,998.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 3,197,643 shares
    Change vs previous 13F +709,769 shares

    1.06% of the 13F portfolio, value $148,114,803.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 2,487,874 shares
    Change vs previous 13F +566,244 shares

    0.97% of the 13F portfolio, value $114,616,340.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, LLC
    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 1,921,630 shares
    Change vs previous 13F +540,676 shares

    0.69% of the 13F portfolio, value $87,664,750.

    13F-HR 0001085146-25-000573 filed by Savant Capital, LLC
    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 1,380,954 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $64,062,445.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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