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Masso Torrence Wealth Management Inc.: JCPB position timeline

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

Masso Torrence Wealth Management Inc. held 8,188 JCPB shares at 2025-09-30 per its 13F-HR filed 2025-10-20.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 8,188 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $389,356.

    13F-HR 0001903153-25-000005 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 8,186 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $385,252.

    13F-HR 0001903153-25-000003 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 8,184 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $384,996.

    13F-HR 0001903153-25-000002 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,183 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $376,970.

    13F-HR 0002049064-25-000001 filed by Masso Torrence Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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