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Greenline Wealth Management LLC: JCPB position timeline

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

Greenline Wealth Management LLC held 61,518 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,518 shares
    Change vs previous 13F +15,261 shares

    2.37% of the 13F portfolio, value $2,887,661.

    13F-HR 0002085853-26-000830 filed by Greenline 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 46,257 shares
    Change vs previous 13F +1,368 shares

    2.51% of the 13F portfolio, value $2,177,791.

    13F-HR 0002085853-26-000592 filed by Greenline 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 44,889 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,125,478.

    13F-HR 0002111541-26-000001 filed by Greenline Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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