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Summit Wealth Partners, LLC: JCPB position timeline

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

Summit Wealth Partners, LLC held 102,491 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,491 shares
    Change vs previous 13F +2,169 shares

    0.69% of the 13F portfolio, value $4,810,918.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 100,322 shares
    Change vs previous 13F +9,847 shares

    0.75% of the 13F portfolio, value $4,723,166.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 90,475 shares
    Change vs previous 13F +9,919 shares

    0.79% of the 13F portfolio, value $4,283,971.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 80,556 shares
    Change vs previous 13F +3,578 shares

    0.69% of the 13F portfolio, value $3,830,438.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 76,978 shares
    Change vs previous 13F +15,953 shares

    0.69% of the 13F portfolio, value $3,622,585.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 61,025 shares
    Change vs previous 13F +4,493 shares

    0.58% of the 13F portfolio, value $2,870,616.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 56,532 shares
    Change vs previous 13F +6,850 shares

    0.53% of the 13F portfolio, value $2,604,429.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 49,682 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,396,660.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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