Skip to content
Disclosery

Balance Wealth Partners LLC: JCPB position timeline

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

Balance Wealth Partners LLC held 13,347 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,347 shares
    Change vs previous 13F -190 shares

    0.17% of the 13F portfolio, value $626,504.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 13,537 shares
    Change vs previous 13F -19,616 shares

    0.2% of the 13F portfolio, value $637,345.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 33,153 shares
    Change vs previous 13F -129 shares

    0.5% of the 13F portfolio, value $1,569,807.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 33,282 shares
    Change vs previous 13F -903 shares

    0.39% of the 13F portfolio, value $1,582,571.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 34,185 shares
    Change vs previous 13F -48,082 shares

    0.94% of the 13F portfolio, value $1,608,764.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 82,267 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $3,869,820.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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