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Disclosery

Waterloo Capital, L.P.: JCPB position timeline

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

Waterloo Capital, L.P. held 540,035 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 540,035 shares
    Change vs previous 13F +90,133 shares

    1.43% of the 13F portfolio, value $25,349,238.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 449,902 shares
    Change vs previous 13F -2,358 shares

    1.49% of the 13F portfolio, value $21,181,394.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 452,260 shares
    Change vs previous 13F +6,838 shares

    1.55% of the 13F portfolio, value $21,414,490.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 445,422 shares
    Change vs previous 13F +89,600 shares

    1.57% of the 13F portfolio, value $21,179,809.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 355,822 shares
    Change vs previous 13F +169,018 shares

    1.35% of the 13F portfolio, value $16,744,977.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 186,804 shares
    Change vs previous 13F +82,542 shares

    0.82% of the 13F portfolio, value $8,787,260.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 104,262 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,803,348.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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