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ARBOR TRUST WEALTH ADVISORS, LLC: JCPB position timeline

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

ARBOR TRUST WEALTH ADVISORS, LLC held 210,019 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,019 shares
    Change vs previous 13F -19,321 shares

    3.97% of the 13F portfolio, value $9,858,292.

    13F-HR 0001951757-26-001106 filed by ARBOR TRUST WEALTH ADVISORS, 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 229,340 shares
    Change vs previous 13F -9,688 shares

    4.74% of the 13F portfolio, value $10,797,309.

    13F-HR 0001951757-26-000758 filed by ARBOR TRUST WEALTH ADVISORS, 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 239,028 shares
    Change vs previous 13F +6,995 shares

    4.97% of the 13F portfolio, value $11,363,395.

    13F-HR 0001951757-26-000372 filed by ARBOR TRUST WEALTH ADVISORS, 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 232,033 shares
    Change vs previous 13F +13,244 shares

    4.97% of the 13F portfolio, value $11,033,171.

    13F-HR 0001951757-25-001360 filed by ARBOR TRUST WEALTH ADVISORS, 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 218,789 shares
    Change vs previous 13F -13,408 shares

    5.04% of the 13F portfolio, value $10,296,216.

    13F-HR 0001951757-25-001049 filed by ARBOR TRUST WEALTH ADVISORS, 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 232,197 shares
    Change vs previous 13F +10,225 shares

    5.12% of the 13F portfolio, value $10,922,559.

    13F-HR 0001951757-25-000464 filed by ARBOR TRUST WEALTH ADVISORS, 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 221,972 shares
    Change vs previous 13F +115,261 shares

    4.81% of the 13F portfolio, value $10,269,657.

    13F-HR 0001951757-25-000048 filed by ARBOR TRUST WEALTH ADVISORS, 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 106,711 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $4,943,930.

    13F-HR 0001951757-24-001096 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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