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Disclosery

JPL Wealth Management, LLC: IWB position timeline

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

JPL Wealth Management, LLC held 1,171 IWB 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 1,171 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $479,525.

    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 1,171 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $417,532.

    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 1,171 shares
    Change vs previous 13F -928 shares

    0.11% of the 13F portfolio, value $437,299.

    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 2,099 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $767,143.

    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 2,099 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $712,758.

    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 2,099 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $643,848.

    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 2,099 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $676,214.

    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).