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Disclosery

Daniels&Tansey,LLP: JCPB position timeline

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

Daniels&Tansey,LLP held 170,299 JCPB shares at 2023-09-30 per its 13F-HR filed 2023-11-03.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 170,299 shares
    Change vs previous 13F +111,332 shares

    23.17% of the 13F portfolio, value $66,876,798.

    13F-HR 0001478179-23-000007 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 58,967 shares
    Change vs previous 13F +872 shares

    0.91% of the 13F portfolio, value $2,746,723.

    13F-HR 0001478179-23-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 58,095 shares
    Change vs previous 13F +3,284 shares

    0.94% of the 13F portfolio, value $2,753,132.

    13F-HR 0001478179-23-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 54,811 shares
    Change vs previous 13F -6,283 shares

    0.96% of the 13F portfolio, value $2,517,496.

    13F-HR 0001478179-23-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 61,094 shares
    Change vs previous 13F -8,533 shares

    1.16% of the 13F portfolio, value $2,802,000.

    13F-HR 0001478179-22-000004 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 69,627 shares
    Change vs previous 13F +27,314 shares

    1.3% of the 13F portfolio, value $3,344,000.

    13F-HR 0001478179-22-000003 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 42,313 shares
    Change vs previous 13F -109,538 shares

    0.73% of the 13F portfolio, value $2,160,000.

    13F-HR 0001478179-22-000002 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 151,851 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $8,240,000.

    13F-HR 0001478179-22-000001 filed by Daniels&Tansey,LLP
    Filed (acceptance time not in the bulk data set), ingested

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