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JPL Wealth Management, LLC: DLR position timeline

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

JPL Wealth Management, LLC held 19,051 DLR 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 19,051 shares
    Change vs previous 13F -253 shares

    0.68% of the 13F portfolio, value $3,421,238.

    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 19,304 shares
    Change vs previous 13F +2 shares

    0.8% of the 13F portfolio, value $3,478,838.

    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 19,302 shares
    Change vs previous 13F -1,153 shares

    0.73% of the 13F portfolio, value $2,986,145.

    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 20,455 shares
    Change vs previous 13F +21 shares

    0.84% of the 13F portfolio, value $3,536,185.

    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 20,434 shares
    Change vs previous 13F +95 shares

    0.96% of the 13F portfolio, value $3,562,296.

    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 20,339 shares
    Change vs previous 13F +852 shares

    0.83% of the 13F portfolio, value $2,914,359.

    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 19,487 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,455,633.

    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).