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Disclosery

5T Wealth, LLC: JCPB position timeline

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

5T Wealth, LLC held 191,967 JCPB 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 191,967 shares
    Change vs previous 13F +2,252 shares

    3.36% of the 13F portfolio, value $9,011,006.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 189,715 shares
    Change vs previous 13F +20,220 shares

    3.53% of the 13F portfolio, value $8,931,784.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 169,495 shares
    Change vs previous 13F +11,056 shares

    3.21% of the 13F portfolio, value $8,026,260.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 158,439 shares
    Change vs previous 13F +33,509 shares

    3.28% of the 13F portfolio, value $7,533,749.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 124,930 shares
    Change vs previous 13F +35,862 shares

    2.99% of the 13F portfolio, value $5,879,204.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 89,068 shares
    Change vs previous 13F +6,129 shares

    2.38% of the 13F portfolio, value $4,189,764.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 82,939 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $3,820,983.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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