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Milestone Investment Advisors LLC: JCPB position timeline

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

Milestone Investment Advisors LLC held 206,848 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 206,848 shares
    Change vs previous 13F -31,630 shares

    2.1% of the 13F portfolio, value $9,709,446.

    13F-HR 0001967018-26-000003 filed by Milestone Investment Advisors 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 238,478 shares
    Change vs previous 13F +185 shares

    2.71% of the 13F portfolio, value $11,227,545.

    13F-HR 0001967018-26-000002 filed by Milestone Investment Advisors 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 238,293 shares
    Change vs previous 13F +5,876 shares

    2.73% of the 13F portfolio, value $11,283,174.

    13F-HR 0001967018-26-000001 filed by Milestone Investment Advisors 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 232,417 shares
    Change vs previous 13F +7,918 shares

    2.75% of the 13F portfolio, value $11,051,429.

    13F-HR 0001967018-25-000005 filed by Milestone Investment Advisors 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 224,499 shares
    Change vs previous 13F -5,865 shares

    2.76% of the 13F portfolio, value $10,564,923.

    13F-HR 0001967018-25-000003 filed by Milestone Investment Advisors 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 230,364 shares
    Change vs previous 13F +2,587 shares

    3.01% of the 13F portfolio, value $10,836,323.

    13F-HR 0001967018-25-000002 filed by Milestone Investment Advisors 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 227,777 shares
    Change vs previous 13F -164,542 shares

    2.85% of the 13F portfolio, value $10,493,690.

    13F-HR 0001967018-25-000001 filed by Milestone Investment Advisors 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 392,319 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $18,925,448.

    13F-HR 0001967018-24-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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