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Capital Analysts, LLC: JCPB position timeline

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

Capital Analysts, LLC held 1,661,909 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 1,661,909 shares
    Change vs previous 13F +109,394 shares

    1.8% of the 13F portfolio, value $78,010,000.

    13F-HR 0001624758-26-000011 filed by Capital Analysts, 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 1,552,515 shares
    Change vs previous 13F +106,460 shares

    1.92% of the 13F portfolio, value $73,093,000.

    13F-HR 0001624758-26-000005 filed by Capital Analysts, 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/A 1,446,055 shares
    Change vs previous 13F +58,461 shares

    1.89% of the 13F portfolio, value $68,470,000.

    13F-HR/A 0001624758-26-000008 filed by Capital Analysts, 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 1,387,594 shares
    Change vs previous 13F +137,592 shares

    1.93% of the 13F portfolio, value $65,980,000.

    13F-HR 0001624758-25-000011 filed by Capital Analysts, 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 1,250,002 shares
    Change vs previous 13F +149,403 shares

    1.96% of the 13F portfolio, value $58,825,000.

    13F-HR 0001624758-25-000006 filed by Capital Analysts, 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 1,100,599 shares
    Change vs previous 13F +481,451 shares

    1.93% of the 13F portfolio, value $51,772,000.

    13F-HR 0001624758-25-000004 filed by Capital Analysts, 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 619,148 shares
    Change vs previous 13F +54,139 shares

    1.15% of the 13F portfolio, value $28,524,000.

    13F-HR 0001624758-25-000002 filed by Capital Analysts, 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 565,009 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $27,256,000.

    13F-HR 0001624758-24-000014 filed by Capital Analysts, LLC
    Filed (acceptance time not in the bulk data set), ingested

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