Skip to content
Disclosery

Philip James Wealth Mangement, LLC: JCPB position timeline

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

Philip James Wealth Mangement, LLC held 122,908 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,908 shares
    Change vs previous 13F -8,345 shares

    0.65% of the 13F portfolio, value $5,769,279.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 131,253 shares
    Change vs previous 13F -65,220 shares

    0.71% of the 13F portfolio, value $6,179,378.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 196,473 shares
    Change vs previous 13F -2,850 shares

    1.08% of the 13F portfolio, value $9,302,981.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 199,323 shares
    Change vs previous 13F +26,152 shares

    1.11% of the 13F portfolio, value $9,477,831.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 173,171 shares
    Change vs previous 13F +3,515 shares

    1.04% of the 13F portfolio, value $8,149,422.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 169,656 shares
    Change vs previous 13F +17,469 shares

    0.97% of the 13F portfolio, value $7,980,640.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 152,187 shares
    Change vs previous 13F +58,155 shares

    0.91% of the 13F portfolio, value $7,011,275.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 94,032 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,536,126.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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