Number of Shares
45,223
Previous 44,047 2.67%
Holding current value
$1.19 Billion
Previous $1.15 Billion 3.63%
% of portfolio
0.67%
Previous 0.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
N/A
1,176 Added 2.67%
45,223 $1.19 Billion
Q2 2025

Aug 04, 2025

BUY
N/A
1,540 Added 3.62%
44,047 $1.15 Billion
Q4 2024

Jan 22, 2025

BUY
N/A
456 Added 1.08%
42,507 $1.06 Billion
Q3 2024

Nov 12, 2024

BUY
N/A
42,051 New
42,051 $1.11 Billion
Track This Portfolio

Track Jim Saulnier & Associates, LLC Portfolio

Follow Jim Saulnier & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jim Saulnier & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jim Saulnier & Associates, LLC with notifications on news.