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Disclosery

Maia Wealth LLC: JCPB position timeline

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

Maia Wealth LLC held 4,904 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,904 shares
    Change vs previous 13F -5,238 shares

    0.03% of the 13F portfolio, value $230,194.

    13F-HR 0002010858-26-000005 filed by Maia Wealth 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 10,142 shares
    Change vs previous 13F -7,954 shares

    0.08% of the 13F portfolio, value $477,499.

    13F-HR 0002010858-26-000004 filed by Maia Wealth 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 18,096 shares
    Change vs previous 13F -16,678 shares

    0.15% of the 13F portfolio, value $864,585.

    13F-HR 0002010858-26-000001 filed by Maia Wealth 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 34,774 shares
    Change vs previous 13F +3,189 shares

    0.28% of the 13F portfolio, value $1,650,387.

    13F-HR 0002010858-25-000006 filed by Maia Wealth 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 31,585 shares
    Change vs previous 13F +17,171 shares

    0.28% of the 13F portfolio, value $1,486,390.

    13F-HR 0002010858-25-000004 filed by Maia Wealth 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 14,414 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $665,639.

    13F-HR 0002010858-25-000003 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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