JPL Wealth Management, LLC: FNF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPL Wealth Management, LLC on FNF, newest first. How the timeline and the estimate are built.
JPL Wealth Management, LLC held 1,025 FNF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,025 sharesChange vs previous 13F -48,784 shares
0.01% of the 13F portfolio, value $48,340.
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 49,809 sharesChange vs previous 13F -1,451 shares
0.53% of the 13F portfolio, value $2,310,124.
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 51,260 sharesChange vs previous 13F -2,551 shares
0.68% of the 13F portfolio, value $2,798,276.
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 53,811 sharesChange vs previous 13F +614 shares
0.77% of the 13F portfolio, value $3,255,055.
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 53,197 sharesChange vs previous 13F +612 shares
0.8% of the 13F portfolio, value $2,982,201.
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 52,585 sharesChange vs previous 13F +2,412 shares
0.98% of the 13F portfolio, value $3,422,250.
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 50,173 sharesChange vs previous 13F not available
0.81% of the 13F portfolio, value $2,816,692.
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).