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Bluespring Wealth Management, LLC: JCPB position timeline

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

Bluespring Wealth Management, LLC held 1,307,709 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 1,307,709 shares
    Change vs previous 13F +476,896 shares

    1.18% of the 13F portfolio, value $61,383,856.

    13F-HR 0001557485-26-000004 filed by Bluespring 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 830,813 shares
    Change vs previous 13F +118,182 shares

    3.37% of the 13F portfolio, value $39,114,669.

    13F-HR 0001085146-26-000355 filed by Bluespring 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 712,631 shares
    Change vs previous 13F +53,355 shares

    2.92% of the 13F portfolio, value $33,877,745.

    13F-HR 0001085146-26-000135 filed by Bluespring 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 659,276 shares
    Change vs previous 13F +141,263 shares

    2.73% of the 13F portfolio, value $31,348,574.

    13F-HR 0001085146-25-005984 filed by Bluespring 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 518,013 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $24,377,692.

    13F-HR 0001085146-25-004561 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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