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Trademark Financial Management, LLC: JCPB position timeline

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

Trademark Financial Management, LLC held 263,023 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 263,023 shares
    Change vs previous 13F +33,779 shares

    5.06% of the 13F portfolio, value $12,346,281.

    13F-HR 0002085853-26-000868 filed by Trademark Financial 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 229,244 shares
    Change vs previous 13F +38,583 shares

    5.29% of the 13F portfolio, value $10,792,791.

    13F-HR 0002085853-26-000503 filed by Trademark Financial 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 190,661 shares
    Change vs previous 13F +2,160 shares

    4.97% of the 13F portfolio, value $9,027,809.

    13F-HR 0002085853-26-000124 filed by Trademark Financial 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 188,501 shares
    Change vs previous 13F +30,820 shares

    5.22% of the 13F portfolio, value $8,963,226.

    13F-HR 0002085853-25-000110 filed by Trademark Financial 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 157,681 shares
    Change vs previous 13F +94,866 shares

    4.54% of the 13F portfolio, value $7,420,464.

    13F-HR 0001667731-25-001022 filed by Trademark Financial 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 62,815 shares
    Change vs previous 13F +6,755 shares

    2.25% of the 13F portfolio, value $2,954,806.

    13F-HR 0001667731-25-000526 filed by Trademark Financial 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 56,060 shares
    Change vs previous 13F -5,045 shares

    2.05% of the 13F portfolio, value $2,582,706.

    13F-HR 0001667731-25-000176 filed by Trademark Financial 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 ended2024-09-30
    13F 61,105 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $2,947,703.

    13F-HR 0002011736-24-000003 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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