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Saxony Capital Management, LLC: JCPB position timeline

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

Saxony Capital Management, LLC held 69,836 JCPB shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 69,836 shares
    Change vs previous 13F +3,051 shares

    1.31% of the 13F portfolio, value $3,127,243.

    13F-HR 0001561330-26-000005 filed by Saxony Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 66,785 shares
    Change vs previous 13F -3,703 shares

    1.44% of the 13F portfolio, value $3,134,888.

    13F-HR 0001561330-26-000004 filed by Saxony Capital 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 ended2026-03-31
    13F 70,488 shares
    Change vs previous 13F +3,186 shares

    1.93% of the 13F portfolio, value $3,318,575.

    13F-HR 0001561330-26-000003 filed by Saxony Capital 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 ended2025-12-31
    13F 67,302 shares
    Change vs previous 13F +19,735 shares

    1.95% of the 13F portfolio, value $3,186,750.

    13F-HR 0001561330-26-000001 filed by Saxony Capital 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 ended2025-09-30
    13F 47,567 shares
    Change vs previous 13F +3,779 shares

    1.49% of the 13F portfolio, value $2,261,811.

    13F-HR 0001561330-25-000005 filed by Saxony Capital 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 ended2025-06-30
    13F 43,788 shares
    Change vs previous 13F +897 shares

    1.58% of the 13F portfolio, value $2,060,663.

    13F-HR 0001561330-25-000003 filed by Saxony Capital 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 ended2025-03-31
    13F 42,891 shares
    Change vs previous 13F -1,489 shares

    1.77% of the 13F portfolio, value $2,017,593.

    13F-HR 0001561330-25-000002 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 44,380 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $2,044,587.

    13F-HR 0001561330-25-000001 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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