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HB Wealth Management, LLC: JCPB position timeline

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

HB Wealth Management, LLC held 15,629,633 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,629,633 shares
    Change vs previous 13F +1,207,454 shares

    4.1% of the 13F portfolio, value $730,906,487.

    13F-HR 0001172661-26-002920 filed by HB 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 14,422,179 shares
    Change vs previous 13F +2,042,169 shares

    4.39% of the 13F portfolio, value $676,222,612.

    13F-HR 0001172661-26-001543 filed by HB 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 12,380,010 shares
    Change vs previous 13F +1,954,190 shares

    3.8% of the 13F portfolio, value $586,193,475.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,425,820 shares
    Change vs previous 13F +2,659,142 shares

    3.37% of the 13F portfolio, value $495,747,808.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,766,678 shares
    Change vs previous 13F +3,988,832 shares

    2.92% of the 13F portfolio, value $365,499,501.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,777,846 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $177,709,898.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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