Skip to content
Disclosery

Landmark Wealth Management, LLC: JCPB position timeline

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

Landmark Wealth Management, LLC held 246,133 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 246,133 shares
    Change vs previous 13F +20,736 shares

    2.76% of the 13F portfolio, value $11,553,464.

    13F-HR 0001728778-26-000004 filed by Landmark 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 225,397 shares
    Change vs previous 13F +47,101 shares

    2.84% of the 13F portfolio, value $10,611,668.

    13F-HR 0001728778-26-000003 filed by Landmark 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 178,296 shares
    Change vs previous 13F +9,360 shares

    3.23% of the 13F portfolio, value $8,442,309.

    13F-HR 0001728778-26-000001 filed by Landmark 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 168,936 shares
    Change vs previous 13F +7,714 shares

    3.19% of the 13F portfolio, value $8,032,893.

    13F-HR 0001728778-25-000007 filed by Landmark 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 161,222 shares
    Change vs previous 13F -2,780 shares

    3.23% of the 13F portfolio, value $7,587,000.

    13F-HR 0001728778-25-000005 filed by Landmark 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 164,002 shares
    Change vs previous 13F -3,122 shares

    3.4% of the 13F portfolio, value $7,715,000.

    13F-HR 0001728778-25-000004 filed by Landmark Wealth Management, 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 167,124 shares
    Change vs previous 13F +6,860 shares

    3.41% of the 13F portfolio, value $7,699,000.

    13F-HR 0001728778-25-000002 filed by Landmark Wealth Management, 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 160,264 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $7,731,000.

    13F-HR 0001728778-24-000005 filed by Landmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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