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MBL Wealth, LLC: JCPB position timeline

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

MBL Wealth, LLC held 290,410 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,410 shares
    Change vs previous 13F +61,422 shares

    0.93% of the 13F portfolio, value $13,631,846.

    13F-HR 0001437749-26-023609 filed by MBL 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 228,988 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $10,780,756.

    13F-HR 0001437749-26-013587 filed by MBL Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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