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Disclosery

Hughes Financial Services, LLC: JCPB position timeline

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

Hughes Financial Services, LLC held 1,620,206 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,620,206 shares
    Change vs previous 13F +113,708 shares

    10.08% of the 13F portfolio, value $76,052,470.

    13F-HR 0002054465-26-000003 filed by Hughes Financial Services, 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 1,506,498 shares
    Change vs previous 13F +72,475 shares

    10.9% of the 13F portfolio, value $70,925,926.

    13F-HR 0002054465-26-000002 filed by Hughes Financial Services, 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 1,434,023 shares
    Change vs previous 13F +126,349 shares

    10.66% of the 13F portfolio, value $67,900,989.

    13F-HR 0002054465-26-000001 filed by Hughes Financial Services, 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 1,307,674 shares
    Change vs previous 13F +45,353 shares

    9.87% of the 13F portfolio, value $62,062,208.

    13F-HR 0002054465-25-000005 filed by Hughes Financial Services, 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 1,262,321 shares
    Change vs previous 13F -39,310 shares

    10.2% of the 13F portfolio, value $59,354,333.

    13F-HR 0002054465-25-000004 filed by Hughes Financial Services, 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 1,301,631 shares
    Change vs previous 13F +84,050 shares

    11.96% of the 13F portfolio, value $61,144,119.

    13F-HR 0002054465-25-000002 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,217,581 shares
    Change vs previous 13F not available

    11.52% of the 13F portfolio, value $56,093,957.

    13F-HR 0002054465-25-000001 filed by Hughes Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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