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Wealthspire Advisors, LLC: JCPB position timeline

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

Wealthspire Advisors, LLC held 9,800 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,800 shares
    Change vs previous 13F -7,005 shares

    <0.01% of the 13F portfolio, value $460,034.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 16,805 shares
    Change vs previous 13F -196 shares

    0.01% of the 13F portfolio, value $791,173.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 17,001 shares
    Change vs previous 13F -1,270 shares

    0.01% of the 13F portfolio, value $804,993.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 18,271 shares
    Change vs previous 13F -1,802 shares

    <0.01% of the 13F portfolio, value $868,800.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 20,073 shares
    Change vs previous 13F -3,472 shares

    0.01% of the 13F portfolio, value $944,645.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 23,545 shares
    Change vs previous 13F +1,518 shares

    0.01% of the 13F portfolio, value $1,107,571.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 22,027 shares
    Change vs previous 13F -22,661 shares

    0.01% of the 13F portfolio, value $1,014,777.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 44,688 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,155,718.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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