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Disclosery

Merited Wealth, LLC: JCPB position timeline

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

Merited Wealth, LLC held 192,594 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,594 shares
    Change vs previous 13F +85,586 shares

    6.39% of the 13F portfolio, value $9,040,343.

    13F-HR 0001214659-26-010438 filed by Merited 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 107,008 shares
    Change vs previous 13F +69,498 shares

    4.18% of the 13F portfolio, value $5,037,914.

    13F-HR 0001214659-26-005067 filed by Merited 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 37,510 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $1,776,102.

    13F-HR 0001214659-26-003829 filed by Merited Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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