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Disclosery

JPL Wealth Management, LLC: IWP position timeline

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

JPL Wealth Management, LLC held 18,925 IWP 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 18,925 shares
    Change vs previous 13F -2,011 shares

    0.55% of the 13F portfolio, value $2,770,856.

    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 20,936 shares
    Change vs previous 13F -454 shares

    0.62% of the 13F portfolio, value $2,682,347.

    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 21,390 shares
    Change vs previous 13F -6,034 shares

    0.71% of the 13F portfolio, value $2,929,169.

    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 27,424 shares
    Change vs previous 13F -476 shares

    0.93% of the 13F portfolio, value $3,905,509.

    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 27,900 shares
    Change vs previous 13F +671 shares

    1.04% of the 13F portfolio, value $3,869,210.

    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 27,229 shares
    Change vs previous 13F +1,072 shares

    0.91% of the 13F portfolio, value $3,199,172.

    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 26,157 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,315,420.

    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).