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JPL Wealth Management, LLC: BSCW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPL Wealth Management, LLC on BSCW, newest first. How the timeline and the estimate are built.

JPL Wealth Management, LLC held 56,913 BSCW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,913 shares
    Change vs previous 13F -728 shares

    0.23% of the 13F portfolio, value $1,167,290.

    13F-HR 0002010710-26-000005 filed by JPL Wealth Management, 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/A 57,641 shares
    Change vs previous 13F +2,136 shares

    0.27% of the 13F portfolio, value $1,186,713.

    13F-HR/A 0002010710-26-000004 filed by JPL Wealth Management, 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 55,505 shares
    Change vs previous 13F +10,106 shares

    0.28% of the 13F portfolio, value $1,158,677.

    13F-HR 0002010710-26-000001 filed by JPL Wealth Management, 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 45,399 shares
    Change vs previous 13F +6,613 shares

    0.22% of the 13F portfolio, value $947,924.

    13F-HR 0002010710-25-000008 filed by JPL Wealth Management, 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 38,786 shares
    Change vs previous 13F -4,777 shares

    0.22% of the 13F portfolio, value $798,987.

    13F-HR 0002010710-25-000005 filed by JPL Wealth Management, 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/A 43,563 shares
    Change vs previous 13F +11,049 shares

    0.25% of the 13F portfolio, value $887,375.

    13F-HR/A 0002010710-25-000003 filed by JPL Wealth Management, 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 32,514 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $653,857.

    13F-HR 0002010710-25-000001 filed by JPL Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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