JPL Wealth Management, LLC: DGRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPL Wealth Management, LLC on DGRO, newest first. How the timeline and the estimate are built.
JPL Wealth Management, LLC held 75,661 DGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 75,661 sharesChange vs previous 13F -3,680 shares
1.14% of the 13F portfolio, value $5,734,328.
13F-HR 0002010710-26-000005 filed by JPL Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 79,341 sharesChange vs previous 13F -885 shares
1.28% of the 13F portfolio, value $5,568,181.
13F-HR/A 0002010710-26-000004 filed by JPL Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 80,226 sharesChange vs previous 13F -1,452 shares
1.36% of the 13F portfolio, value $5,569,293.
13F-HR 0002010710-26-000001 filed by JPL Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 81,678 sharesChange vs previous 13F +167 shares
1.32% of the 13F portfolio, value $5,560,628.
13F-HR 0002010710-25-000008 filed by JPL Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 81,511 sharesChange vs previous 13F +1,109 shares
1.41% of the 13F portfolio, value $5,211,806.
13F-HR 0002010710-25-000005 filed by JPL Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 80,402 sharesChange vs previous 13F +3,801 shares
1.42% of the 13F portfolio, value $4,967,258.
13F-HR/A 0002010710-25-000003 filed by JPL Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 76,601 sharesChange vs previous 13F not available
1.35% of the 13F portfolio, value $4,698,682.
13F-HR 0002010710-25-000001 filed by JPL Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).