FAS Wealth Partners, Inc.: JCPB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAS Wealth Partners, Inc. on JCPB, newest first. How the timeline and the estimate are built.
FAS Wealth Partners, Inc. held 620,441 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 620,441 sharesChange vs previous 13F +209,933 shares
1.52% of the 13F portfolio, value $29,123,524.
13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 410,508 sharesChange vs previous 13F +70,932 shares
1.2% of the 13F portfolio, value $19,326,731.
13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 339,576 sharesChange vs previous 13F +35,080 shares
1.04% of the 13F portfolio, value $16,078,940.
13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 304,496 sharesChange vs previous 13F +17,206 shares
0.98% of the 13F portfolio, value $14,478,781.
13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 287,290 sharesChange vs previous 13F +11,096 shares
1% of the 13F portfolio, value $13,519,850.
13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 276,194 sharesChange vs previous 13F +11,456 shares
1.06% of the 13F portfolio, value $12,992,170.
13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 264,738 sharesChange vs previous 13F +31,083 shares
1.02% of the 13F portfolio, value $12,196,482.
13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 233,655 sharesChange vs previous 13F not available
0.9% of the 13F portfolio, value $11,271,512.
13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).