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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

  1. period ended2026-06-30
    13F 74,826 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 77,617 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 78,565 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 76,663 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 124,111 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 119,886 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 134,675 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 140,475 shares
    Change 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), ingested

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