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Walkner Condon Financial Advisors LLC: JCPB position timeline

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

Walkner Condon Financial Advisors LLC held 658,867 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 658,867 shares
    Change vs previous 13F +71,465 shares

    3.56% of the 13F portfolio, value $30,927,213.

    13F-HR 0001817494-26-000003 filed by Walkner Condon Financial Advisors 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 587,402 shares
    Change vs previous 13F +64,498 shares

    3.65% of the 13F portfolio, value $27,654,886.

    13F-HR 0001817494-26-000002 filed by Walkner Condon Financial Advisors 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 522,904 shares
    Change vs previous 13F +84,236 shares

    3.44% of the 13F portfolio, value $24,759,513.

    13F-HR 0001817494-26-000001 filed by Walkner Condon Financial Advisors 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 438,668 shares
    Change vs previous 13F +41,751 shares

    3.31% of the 13F portfolio, value $20,858,643.

    13F-HR 0001817494-25-000003 filed by Walkner Condon Financial Advisors 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 396,917 shares
    Change vs previous 13F +6,880 shares

    3.44% of the 13F portfolio, value $18,678,923.

    13F-HR 0001085146-25-004588 filed by Walkner Condon Financial Advisors 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 390,037 shares
    Change vs previous 13F +99,560 shares

    3.71% of the 13F portfolio, value $18,347,340.

    13F-HR 0001085146-25-002240 filed by Walkner Condon Financial Advisors 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 290,477 shares
    Change vs previous 13F -10,831 shares

    2.72% of the 13F portfolio, value $13,382,275.

    13F-HR 0001085146-25-000620 filed by Walkner Condon Financial Advisors 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 301,308 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $14,535,098.

    13F-HR 0001085146-24-005264 filed by Walkner Condon Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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