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Disclosery

JPL Wealth Management, LLC: PSA position timeline

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

JPL Wealth Management, LLC held 4,704 PSA 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 4,704 shares
    Change vs previous 13F -64 shares

    0.3% of the 13F portfolio, value $1,497,346.

    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 4,768 shares
    Change vs previous 13F -83 shares

    0.3% of the 13F portfolio, value $1,291,624.

    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 4,851 shares
    Change vs previous 13F -1,244 shares

    0.31% of the 13F portfolio, value $1,258,914.

    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 6,095 shares
    Change vs previous 13F +55 shares

    0.42% of the 13F portfolio, value $1,760,640.

    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 6,040 shares
    Change vs previous 13F +182 shares

    0.48% of the 13F portfolio, value $1,772,398.

    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 5,858 shares
    Change vs previous 13F +402 shares

    0.5% of the 13F portfolio, value $1,753,130.

    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 5,456 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,633,686.

    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).