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Focus Partners Wealth: JCPB position timeline

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

Focus Partners Wealth held 748,214 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 748,214 shares
    Change vs previous 13F +647,727 shares

    0.03% of the 13F portfolio, value $35,121,206.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 742,996 shares
    • Focus Partners Advisor Solutions, LLC: 5,218 shares

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

  2. period ended2026-03-31
    13F 100,487 shares
    Change vs previous 13F -635,009 shares

    0.04% of the 13F portfolio, value $34,184,746.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 735,496 shares
    Change vs previous 13F +9,558 shares

    0.04% of the 13F portfolio, value $34,953,778.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 735,496 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 725,938 shares
    Change vs previous 13F +17,241 shares

    0.05% of the 13F portfolio, value $34,518,103.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 712,690 shares
    • Focus Partners Advisor Solutions, LLC: 13,248 shares

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

  5. period ended2025-06-30
    13F 708,697 shares
    Change vs previous 13F +20,028 shares

    0.06% of the 13F portfolio, value $33,351,329.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 703,523 shares
    • Focus Partners Advisor Solutions, LLC: 5,174 shares

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

  6. period ended2025-03-31
    13F/A 688,669 shares
    Change vs previous 13F +32,335 shares

    0.07% of the 13F portfolio, value $32,394,976.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 679,512 shares
    • Focus Partners Advisor Solutions, LLC: 9,157 shares

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

  7. period ended2024-12-31
    13F/A 656,334 shares
    Change vs previous 13F +91,633 shares

    0.07% of the 13F portfolio, value $30,237,320.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 647,323 shares
    • Focus Partners Advisor Solutions, LLC: 9,011 shares

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

  8. period ended2024-09-30
    13F 564,701 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $27,241,193.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 549,740 shares
    • Focus Partners Advisor Solutions, LLC: 14,961 shares

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