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Wealthcare Advisory Partners LLC: JCPB position timeline

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

Wealthcare Advisory Partners LLC held 54,315 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,315 shares
    Change vs previous 13F +2,863 shares

    0.05% of the 13F portfolio, value $2,549,540.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners 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 51,452 shares
    Change vs previous 13F +3,607 shares

    0.05% of the 13F portfolio, value $2,422,354.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners 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 47,845 shares
    Change vs previous 13F +10,995 shares

    0.04% of the 13F portfolio, value $2,265,475.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners 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 36,850 shares
    Change vs previous 13F +6,274 shares

    0.04% of the 13F portfolio, value $1,752,232.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners 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 30,576 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,438,921.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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