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Wiser Wealth Management, Inc: JCPB position timeline

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

Wiser Wealth Management, Inc held 1,314,982 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,314,982 shares
    Change vs previous 13F +29,628 shares

    11.81% of the 13F portfolio, value $61,725,264.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, 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 1,285,354 shares
    Change vs previous 13F +95,806 shares

    13.05% of the 13F portfolio, value $60,514,464.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, 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 1,189,548 shares
    Change vs previous 13F +68,958 shares

    12.52% of the 13F portfolio, value $56,325,093.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, 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 1,120,590 shares
    Change vs previous 13F +135,398 shares

    12.18% of the 13F portfolio, value $53,284,054.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, 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 985,192 shares
    Change vs previous 13F +35,897 shares

    11.61% of the 13F portfolio, value $46,363,128.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, Inc
    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 949,295 shares
    Change vs previous 13F +57,733 shares

    12.53% of the 13F portfolio, value $44,654,849.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, Inc
    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 891,562 shares
    Change vs previous 13F -39,425 shares

    11.53% of the 13F portfolio, value $41,074,273.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, Inc
    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 930,987 shares
    Change vs previous 13F not available

    12.87% of the 13F portfolio, value $44,910,798.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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