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Steele Capital Management, Inc.: JCPB position timeline

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

Steele Capital Management, Inc. held 471,492 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 471,492 shares
    Change vs previous 13F -11,651 shares

    0.81% of the 13F portfolio, value $22,131,842.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, Inc.
    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 483,143 shares
    Change vs previous 13F -18,251 shares

    0.94% of the 13F portfolio, value $22,746,380.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, Inc.
    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 501,394 shares
    Change vs previous 13F -17,763 shares

    1.02% of the 13F portfolio, value $23,834,419.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, Inc.
    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 519,157 shares
    Change vs previous 13F -35,526 shares

    1.09% of the 13F portfolio, value $24,685,923.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, Inc.
    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 554,683 shares
    Change vs previous 13F +24,080 shares

    1.25% of the 13F portfolio, value $26,103,395.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, Inc.
    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 530,603 shares
    Change vs previous 13F +7,522 shares

    1.3% of the 13F portfolio, value $24,959,578.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, Inc.
    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 523,081 shares
    Change vs previous 13F +73,101 shares

    1.26% of the 13F portfolio, value $24,198,703.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, Inc.
    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 449,980 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $21,707,049.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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