Lionsbridge Wealth Management LLC: JCPB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lionsbridge Wealth Management LLC on JCPB, newest first. How the timeline and the estimate are built.
Lionsbridge Wealth Management LLC held 74,826 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 74,826 sharesChange vs previous 13F -2,791 shares
3.45% of the 13F portfolio, value $3,512,332.
13F-HR 0001800533-26-000005 filed by Lionsbridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,617 sharesChange vs previous 13F -948 shares
3.67% of the 13F portfolio, value $3,654,208.
13F-HR 0001800533-26-000003 filed by Lionsbridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 78,565 sharesChange vs previous 13F +1,902 shares
3.76% of the 13F portfolio, value $3,720,053.
13F-HR 0001172661-26-000311 filed by Lionsbridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 76,663 sharesChange vs previous 13F -47,448 shares
3.59% of the 13F portfolio, value $3,645,326.
13F-HR 0001172661-25-004334 filed by Lionsbridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 124,111 sharesChange vs previous 13F +4,225 shares
5.81% of the 13F portfolio, value $5,840,664.
13F-HR 0001172661-25-002799 filed by Lionsbridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 119,886 sharesChange vs previous 13F -14,789 shares
5.01% of the 13F portfolio, value $5,639,437.
13F-HR 0001172661-25-001817 filed by Lionsbridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 134,675 sharesChange vs previous 13F -5,800 shares
5.21% of the 13F portfolio, value $6,204,477.
13F-HR 0001172661-25-000219 filed by Lionsbridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 140,475 sharesChange vs previous 13F not available
5.35% of the 13F portfolio, value $6,776,514.
13F-HR 0001172661-24-004444 filed by Lionsbridge Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).