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Disclosery

Allworth Financial LP: JCPB position timeline

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

Allworth Financial LP held 15,092 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,092 shares
    Change vs previous 13F -669 shares

    <0.01% of the 13F portfolio, value $708,419.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 15,761 shares
    Change vs previous 13F -4,342 shares

    <0.01% of the 13F portfolio, value $742,028.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 20,103 shares
    Change vs previous 13F -25,787 shares

    <0.01% of the 13F portfolio, value $951,878.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 45,890 shares
    Change vs previous 13F -12,607 shares

    0.01% of the 13F portfolio, value $2,182,070.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 58,497 shares
    Change vs previous 13F -4,087 shares

    0.01% of the 13F portfolio, value $2,752,860.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 62,584 shares
    Change vs previous 13F -2,283 shares

    0.02% of the 13F portfolio, value $2,916,093.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 64,867 shares
    Change vs previous 13F -7,905 shares

    0.02% of the 13F portfolio, value $2,996,856.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 72,772 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,510,522.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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