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D.B. Root & Company, LLC: JCPB position timeline

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

D.B. Root & Company, LLC held 1,637,457 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,637,457 shares
    Change vs previous 13F +96,929 shares

    16.33% of the 13F portfolio, value $76,862,222.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 1,540,528 shares
    Change vs previous 13F +30,436 shares

    17.33% of the 13F portfolio, value $72,528,056.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 1,510,092 shares
    Change vs previous 13F +119,753 shares

    17.44% of the 13F portfolio, value $71,502,844.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 1,390,339 shares
    Change vs previous 13F +124,872 shares

    16.78% of the 13F portfolio, value $66,110,548.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 1,265,467 shares
    Change vs previous 13F +34,465 shares

    17.58% of the 13F portfolio, value $59,552,908.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 1,231,002 shares
    Change vs previous 13F +51,533 shares

    18.7% of the 13F portfolio, value $57,906,317.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 1,179,469 shares
    Change vs previous 13F +66,424 shares

    17.28% of the 13F portfolio, value $54,338,150.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 1,113,045 shares
    Change vs previous 13F not available

    17.7% of the 13F portfolio, value $53,693,333.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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