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Disclosery

HB Wealth Management, LLC: JSCP position timeline

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

HB Wealth Management, LLC held 666,586 JSCP 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 666,586 shares
    Change vs previous 13F -85,500 shares

    0.18% of the 13F portfolio, value $31,426,213.

    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 752,086 shares
    Change vs previous 13F -83,268 shares

    0.23% of the 13F portfolio, value $35,573,671.

    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 835,354 shares
    Change vs previous 13F -63,784 shares

    0.26% of the 13F portfolio, value $39,726,952.

    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 899,138 shares
    Change vs previous 13F -212,522 shares

    0.29% of the 13F portfolio, value $42,807,978.

    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 1,111,660 shares
    Change vs previous 13F -8,288 shares

    0.42% of the 13F portfolio, value $52,737,182.

    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 1,119,948 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $52,872,779.

    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).