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JPL Wealth Management, LLC: DFAI position timeline

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

JPL Wealth Management, LLC held 225,601 DFAI 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 225,601 shares
    Change vs previous 13F +35,470 shares

    1.85% of the 13F portfolio, value $9,306,058.

    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 190,131 shares
    Change vs previous 13F +21,908 shares

    1.7% of the 13F portfolio, value $7,407,523.

    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 168,223 shares
    Change vs previous 13F +48,893 shares

    1.56% of the 13F portfolio, value $6,410,976.

    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 119,330 shares
    Change vs previous 13F +4,505 shares

    1.03% of the 13F portfolio, value $4,337,649.

    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 114,825 shares
    Change vs previous 13F +5,685 shares

    1.07% of the 13F portfolio, value $3,969,509.

    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 109,140 shares
    Change vs previous 13F +9,215 shares

    0.97% of the 13F portfolio, value $3,408,434.

    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 99,925 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,917,800.

    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).