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Aegis Wealth Management, Inc.: JCPB position timeline

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

Aegis Wealth Management, Inc. held 14,054 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,054 shares
    Change vs previous 13F +3,722 shares

    0.43% of the 13F portfolio, value $659,695.

    13F-HR 0002096565-26-000003 filed by Aegis Wealth Management, Inc.
    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 10,332 shares
    Change vs previous 13F +2,074 shares

    0.38% of the 13F portfolio, value $486,431.

    13F-HR 0002096565-26-000002 filed by Aegis Wealth Management, Inc.
    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 8,258 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $391,016.

    13F-HR 0002096565-26-000001 filed by Aegis Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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