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Legacy Wealth Managment, LLC/ID: JCPB position timeline

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

Legacy Wealth Managment, LLC/ID held 33,224 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,224 shares
    Change vs previous 13F -9,428 shares

    0.64% of the 13F portfolio, value $1,559,535.

    13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
    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 42,652 shares
    Change vs previous 13F +2,236 shares

    1% of the 13F portfolio, value $2,008,057.

    13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
    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 40,416 shares
    Change vs previous 13F -2,513 shares

    0.92% of the 13F portfolio, value $1,913,699.

    13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
    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 42,929 shares
    Change vs previous 13F -4,060 shares

    0.92% of the 13F portfolio, value $2,041,274.

    13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
    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 46,989 shares
    Change vs previous 13F +44,244 shares

    1.17% of the 13F portfolio, value $2,211,303.

    13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
    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 2,745 shares
    Change vs previous 13F -65,471 shares

    0.09% of the 13F portfolio, value $129,125.

    13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
    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 68,216 shares
    Change vs previous 13F -7,175 shares

    2.08% of the 13F portfolio, value $3,164,201.

    13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
    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 75,391 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $3,503,798.

    13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

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