Skip to content
Disclosery

BAM Wealth Management, LLC: JCPB position timeline

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

BAM Wealth Management, LLC held 9,851 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,851 shares
    Change vs previous 13F +71 shares

    0.29% of the 13F portfolio, value $462,406.

    13F-HR 0002085853-26-000721 filed by BAM Wealth Management, 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 9,780 shares
    Change vs previous 13F +413 shares

    0.34% of the 13F portfolio, value $460,442.

    13F-HR 0002085853-26-000406 filed by BAM Wealth Management, 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 9,367 shares
    Change vs previous 13F -638 shares

    0.32% of the 13F portfolio, value $443,527.

    13F-HR 0002085853-26-000050 filed by BAM Wealth Management, 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 10,005 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $475,738.

    13F-HR 0002085853-25-000208 filed by BAM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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