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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

  1. period ended2026-06-30
    13F 216,414 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 193,227 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 180,812 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 163,469 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 124,244 shares
    Change 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), ingested

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