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Bogart Wealth, LLC: JCPB position timeline

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

Bogart Wealth, LLC held 1,716,003 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,716,003 shares
    Change vs previous 13F +145,371 shares

    2.76% of the 13F portfolio, value $80,549,195.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 1,570,632 shares
    Change vs previous 13F +59,750 shares

    2.85% of the 13F portfolio, value $73,945,375.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 1,510,882 shares
    Change vs previous 13F +53,360 shares

    2.87% of the 13F portfolio, value $71,540,282.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 1,457,522 shares
    Change vs previous 13F +41,326 shares

    2.81% of the 13F portfolio, value $69,305,185.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 1,416,196 shares
    Change vs previous 13F +34,436 shares

    2.85% of the 13F portfolio, value $66,646,199.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 1,381,760 shares
    Change vs previous 13F +435,739 shares

    3.07% of the 13F portfolio, value $64,997,997.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 946,021 shares
    Change vs previous 13F +56,280 shares

    2.07% of the 13F portfolio, value $43,583,175.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 889,741 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $42,921,099.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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