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RIVERCHASE WEALTH MANAGEMENT, LLC: JCPB position timeline

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

RIVERCHASE WEALTH MANAGEMENT, LLC held 403,571 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,571 shares
    Change vs previous 13F +12,050 shares

    8.83% of the 13F portfolio, value $18,943,627.

    13F-HR 0002085853-26-000769 filed by RIVERCHASE WEALTH MANAGEMENT, 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 391,521 shares
    Change vs previous 13F +27,297 shares

    9.6% of the 13F portfolio, value $18,432,790.

    13F-HR 0002085853-26-000418 filed by RIVERCHASE WEALTH MANAGEMENT, 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 364,224 shares
    Change vs previous 13F +15,258 shares

    9.37% of the 13F portfolio, value $17,245,987.

    13F-HR 0002085853-26-000169 filed by RIVERCHASE WEALTH MANAGEMENT, 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 348,966 shares
    Change vs previous 13F +19,676 shares

    9.4% of the 13F portfolio, value $16,593,350.

    13F-HR 0002085853-25-000140 filed by RIVERCHASE WEALTH MANAGEMENT, 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 329,290 shares
    Change vs previous 13F +7,476 shares

    9.83% of the 13F portfolio, value $15,496,374.

    13F-HR 0001667731-25-000939 filed by RIVERCHASE WEALTH MANAGEMENT, 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 321,814 shares
    Change vs previous 13F +6,144 shares

    10.6% of the 13F portfolio, value $15,138,109.

    13F-HR 0001667731-25-000591 filed by RIVERCHASE WEALTH MANAGEMENT, 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 315,670 shares
    Change vs previous 13F not available

    10.88% of the 13F portfolio, value $14,542,934.

    13F-HR 0001667731-25-000242 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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