Skip to content
Disclosery

BridgePort Financial Solutions, LLC: JCPB position timeline

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

BridgePort Financial Solutions, LLC held 243,056 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 243,056 shares
    Change vs previous 13F -101,823 shares

    2.9% of the 13F portfolio, value $11,409,061.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 344,879 shares
    Change vs previous 13F +34,084 shares

    4.6% of the 13F portfolio, value $16,236,885.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 310,795 shares
    Change vs previous 13F +5,247 shares

    3.95% of the 13F portfolio, value $14,716,162.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 305,548 shares
    Change vs previous 13F +34,382 shares

    3.9% of the 13F portfolio, value $14,528,818.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 271,166 shares
    Change vs previous 13F +222,846 shares

    4.24% of the 13F portfolio, value $12,761,072.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 48,320 shares
    Change vs previous 13F +18,588 shares

    1.03% of the 13F portfolio, value $2,272,973.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 29,732 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,398,296.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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