JPL Wealth Management, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPL Wealth Management, LLC on HD, newest first. How the timeline and the estimate are built.
JPL Wealth Management, LLC held 8,007 HD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 8,007 sharesChange vs previous 13F -250 shares
0.56% of the 13F portfolio, value $2,823,968.
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 8,257 sharesChange vs previous 13F +225 shares
0.62% of the 13F portfolio, value $2,715,524.
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 8,032 sharesChange vs previous 13F -643 shares
0.67% of the 13F portfolio, value $2,763,875.
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 8,675 sharesChange vs previous 13F +310 shares
0.83% of the 13F portfolio, value $3,515,162.
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 8,365 sharesChange vs previous 13F +139 shares
0.83% of the 13F portfolio, value $3,066,811.
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 8,226 sharesChange vs previous 13F +17 shares
0.86% of the 13F portfolio, value $3,014,671.
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 8,209 sharesChange vs previous 13F not available
0.91% of the 13F portfolio, value $3,193,341.
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).