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Dynasty Wealth Management, LLC: JCPB position timeline

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

Dynasty Wealth Management, LLC held 5,018,565 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 5,018,565 shares
    Change vs previous 13F +577,817 shares

    1.75% of the 13F portfolio, value $235,571,441.

    13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, 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 4,440,748 shares
    Change vs previous 13F +715,921 shares

    1.82% of the 13F portfolio, value $209,070,416.

    13F-HR 0001727599-26-000003 filed by Dynasty Wealth Management, 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 3,724,827 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $176,370,561.

    13F-HR 0001727599-26-000002 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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