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Diversify Advisory Services, LLC: JCPB position timeline

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

Diversify Advisory Services, LLC held 55,260 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,260 shares
    Change vs previous 13F +11,541 shares

    0.02% of the 13F portfolio, value $2,559,654.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 27,630 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,630 shares

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

  2. period ended2026-03-31
    13F 43,719 shares
    Change vs previous 13F +5,097 shares

    0.03% of the 13F portfolio, value $2,052,619.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,009 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 36,710 shares

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

  3. period ended2025-12-31
    13F 38,622 shares
    Change vs previous 13F -4,331 shares

    0.03% of the 13F portfolio, value $1,832,904.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 29,978 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,644 shares

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

  4. period ended2025-09-30
    13F 42,953 shares
    Change vs previous 13F +888 shares

    0.04% of the 13F portfolio, value $2,036,593.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 34,309 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,644 shares

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

  5. period ended2025-06-30
    13F 42,065 shares
    Change vs previous 13F -3,087 shares

    0.05% of the 13F portfolio, value $1,974,964.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 33,421 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,644 shares

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

  6. period ended2025-03-31
    13F 45,152 shares
    Change vs previous 13F +990 shares

    0.07% of the 13F portfolio, value $2,122,583.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 36,508 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,644 shares

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

  7. period ended2024-12-31
    13F 44,162 shares
    Change vs previous 13F -6,421 shares

    0.07% of the 13F portfolio, value $2,015,331.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 35,519 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,643 shares

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

  8. period ended2024-09-30
    13F 50,583 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,379,428.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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