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WealthPlan Investment Management, LLC: JCPB position timeline

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

WealthPlan Investment Management, LLC held 581,531 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 581,531 shares
    Change vs previous 13F +174,635 shares

    1.36% of the 13F portfolio, value $27,297,063.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment 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 406,896 shares
    Change vs previous 13F +225,807 shares

    1.07% of the 13F portfolio, value $19,156,642.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment 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 181,089 shares
    Change vs previous 13F +22,197 shares

    0.55% of the 13F portfolio, value $8,574,583.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment 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 158,892 shares
    Change vs previous 13F +112,052 shares

    0.5% of the 13F portfolio, value $7,555,315.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment 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 46,840 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,204,290.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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