WBH ADVISORY INC: JCPB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on JCPB, newest first. How the timeline and the estimate are built.
WBH ADVISORY INC held 216,414 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 216,414 sharesChange vs previous 13F +23,187 shares
0.68% of the 13F portfolio, value $10,158,480.
13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 193,227 sharesChange vs previous 13F +12,415 shares
0.68% of the 13F portfolio, value $9,058,461.
13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 180,812 sharesChange vs previous 13F +17,343 shares
0.63% of the 13F portfolio, value $8,561,468.
13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 163,469 sharesChange vs previous 13F +39,225 shares
0.59% of the 13F portfolio, value $7,772,970.
13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 124,244 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $5,846,923.
13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).