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James J. Burns & Company, LLC: JCPB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James J. Burns & Company, LLC on JCPB, newest first. How the timeline and the estimate are built.

James J. Burns & Company, LLC held 102,838 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,838 shares
    Change vs previous 13F +6,018 shares

    0.52% of the 13F portfolio, value $4,827,280.

    13F-HR 0002063364-26-000255 filed by James J. Burns & Company, 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 96,820 shares
    Change vs previous 13F +6,181 shares

    0.62% of the 13F portfolio, value $4,558,279.

    13F-HR 0002063364-26-000103 filed by James J. Burns & Company, 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 90,639 shares
    Change vs previous 13F +9,700 shares

    0.59% of the 13F portfolio, value $4,291,808.

    13F-HR 0002063364-26-000022 filed by James J. Burns & Company, 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 80,939 shares
    Change vs previous 13F +9,297 shares

    0.57% of the 13F portfolio, value $3,848,620.

    13F-HR 0002063364-25-000238 filed by James J. Burns & Company, 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 71,642 shares
    Change vs previous 13F +12,848 shares

    0.55% of the 13F portfolio, value $3,371,483.

    13F-HR 0002063364-25-000137 filed by James J. Burns & Company, 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 58,794 shares
    Change vs previous 13F +6,426 shares

    0.5% of the 13F portfolio, value $2,765,672.

    13F-HR 0002063364-25-000009 filed by James J. Burns & Company, 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 52,368 shares
    Change vs previous 13F +11,668 shares

    0.42% of the 13F portfolio, value $2,412,000.

    13F-HR 0001949059-25-000003 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 40,700 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,963,000.

    13F-HR 0001949059-24-000011 filed by James J. Burns & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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