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MN Wealth Advisors, LLC: JCPB position timeline

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

MN Wealth Advisors, LLC held 168,420 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 168,420 shares
    Change vs previous 13F +12,742 shares

    3.37% of the 13F portfolio, value $7,905,646.

    13F-HR 0001992972-26-000004 filed by MN Wealth 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 155,678 shares
    Change vs previous 13F +20,192 shares

    3.57% of the 13F portfolio, value $7,329,328.

    13F-HR 0001992972-26-000002 filed by MN Wealth 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 135,486 shares
    Change vs previous 13F +32,440 shares

    3.24% of the 13F portfolio, value $6,415,272.

    13F-HR 0001992972-26-000001 filed by MN Wealth 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 103,046 shares
    Change vs previous 13F +2,278 shares

    2.62% of the 13F portfolio, value $4,899,864.

    13F-HR 0001992972-25-000007 filed by MN Wealth 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 100,768 shares
    Change vs previous 13F -13,466 shares

    2.76% of the 13F portfolio, value $4,742,159.

    13F-HR 0001992972-25-000005 filed by MN Wealth 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 114,234 shares
    Change vs previous 13F -22,825 shares

    3.16% of the 13F portfolio, value $5,373,596.

    13F-HR 0001992972-25-000002 filed by MN Wealth 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 137,059 shares
    Change vs previous 13F +7,370 shares

    3.55% of the 13F portfolio, value $6,314,343.

    13F-HR 0001992972-25-000001 filed by MN Wealth 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 129,689 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $6,256,240.

    13F-HR 0001992972-24-000004 filed by MN Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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