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Disclosery

JPL Wealth Management, LLC: CAOS position timeline

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

JPL Wealth Management, LLC held 142,052 CAOS 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 142,052 shares
    Change vs previous 13F +11,006 shares

    2.55% of the 13F portfolio, value $12,835,819.

    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 131,046 shares
    Change vs previous 13F +23,960 shares

    2.74% of the 13F portfolio, value $11,893,735.

    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 107,086 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $9,613,807.

    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).