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JPL Wealth Management, LLC: PWB position timeline

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

JPL Wealth Management, LLC held 34,763 PWB 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 34,763 shares
    Change vs previous 13F -593 shares

    1.16% of the 13F portfolio, value $5,856,154.

    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 35,356 shares
    Change vs previous 13F -676 shares

    1.02% of the 13F portfolio, value $4,452,354.

    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 36,032 shares
    Change vs previous 13F -2,682 shares

    1.12% of the 13F portfolio, value $4,580,060.

    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 38,714 shares
    Change vs previous 13F -802 shares

    1.15% of the 13F portfolio, value $4,855,543.

    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 39,516 shares
    Change vs previous 13F -16 shares

    1.25% of the 13F portfolio, value $4,640,790.

    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 39,532 shares
    Change vs previous 13F +337 shares

    1.08% of the 13F portfolio, value $3,796,676.

    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 39,195 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,987,641.

    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).