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Clarity Wealth Advisors, LLC: JCPB position timeline

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

Clarity Wealth Advisors, LLC held 262,601 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 262,601 shares
    Change vs previous 13F +17,791 shares

    2.18% of the 13F portfolio, value $12,326,491.

    13F-HR 0001767384-26-000004 filed by Clarity Wealth Advisors, 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 244,810 shares
    Change vs previous 13F +20,817 shares

    2.37% of the 13F portfolio, value $11,525,655.

    13F-HR 0001767384-26-000002 filed by Clarity Wealth Advisors, 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 223,993 shares
    Change vs previous 13F +32,750 shares

    2.16% of the 13F portfolio, value $10,606,069.

    13F-HR 0001767384-26-000001 filed by Clarity Wealth Advisors, 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 191,243 shares
    Change vs previous 13F +27,822 shares

    2% of the 13F portfolio, value $9,093,605.

    13F-HR 0001767384-25-000002 filed by Clarity Wealth Advisors, 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 163,421 shares
    Change vs previous 13F +7,300 shares

    1.9% of the 13F portfolio, value $7,690,592.

    13F-HR 0001085146-25-004654 filed by Clarity Wealth Advisors, 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 156,121 shares
    Change vs previous 13F +8,032 shares

    2.04% of the 13F portfolio, value $7,343,932.

    13F-HR 0001085146-25-002498 filed by Clarity Wealth Advisors, 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 148,089 shares
    Change vs previous 13F +24,909 shares

    1.86% of the 13F portfolio, value $6,822,460.

    13F-HR 0001085146-25-000530 filed by Clarity Wealth Advisors, 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 123,180 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $5,942,203.

    13F-HR 0001085146-24-005016 filed by Clarity Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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