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DEFINED WEALTH MANAGEMENT, LLC: JCPB position timeline

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

DEFINED WEALTH MANAGEMENT, LLC held 5,120 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,120 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $240,331.

    13F-HR 0001849518-26-000005 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).