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Base Wealth Management LLC: JCPB position timeline

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

Base Wealth Management LLC held 179,326 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 179,326 shares
    Change vs previous 13F +26,984 shares

    3.92% of the 13F portfolio, value $8,417,570.

    13F-HR 0002083977-26-000005 filed by Base 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 152,342 shares
    Change vs previous 13F +33,801 shares

    4.01% of the 13F portfolio, value $7,172,246.

    13F-HR 0002083977-26-000004 filed by Base 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 118,541 shares
    Change vs previous 13F +48,806 shares

    3.02% of the 13F portfolio, value $5,612,895.

    13F-HR 0002083977-26-000002 filed by Base 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 69,735 shares
    Change vs previous 13F +3,713 shares

    1.89% of the 13F portfolio, value $3,315,889.

    13F-HR 0002083977-25-000003 filed by Base Wealth Management 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 66,022 shares
    Change vs previous 13F +5,718 shares

    1.99% of the 13F portfolio, value $3,106,978.

    13F-HR 0002083977-25-000002 filed by Base Wealth Management 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 60,304 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $2,836,696.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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