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JPL Wealth Management, LLC: DE position timeline

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

JPL Wealth Management, LLC held 7,421 DE 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 7,421 shares
    Change vs previous 13F -162 shares

    0.93% of the 13F portfolio, value $4,707,341.

    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 7,583 shares
    Change vs previous 13F -214 shares

    0.98% of the 13F portfolio, value $4,271,283.

    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 7,797 shares
    Change vs previous 13F -256 shares

    0.88% of the 13F portfolio, value $3,630,065.

    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 8,053 shares
    Change vs previous 13F -68 shares

    0.87% of the 13F portfolio, value $3,682,463.

    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 8,121 shares
    Change vs previous 13F -18 shares

    1.11% of the 13F portfolio, value $4,129,279.

    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 8,139 shares
    Change vs previous 13F -117 shares

    1.09% of the 13F portfolio, value $3,819,996.

    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 8,256 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $3,498,124.

    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).