FRG Family Wealth Advisors LLC: JCPB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FRG Family Wealth Advisors LLC on JCPB, newest first. How the timeline and the estimate are built.
FRG Family Wealth Advisors LLC held 0 JCPB shares at 2025-09-30 per its 13F-HR filed 2025-11-13.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -9,100 shares
13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 9,100 sharesChange vs previous 13F -2,100 shares
0.07% of the 13F portfolio, value $428,246.
13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,200 sharesChange vs previous 13F -17,925 shares
0.1% of the 13F portfolio, value $526,848.
13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,125 sharesChange vs previous 13F +7,925 shares
0.24% of the 13F portfolio, value $1,341,789.
13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,200 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $1,022,688.
13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).