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Disclosery

JPL Wealth Management, LLC: QVAL position timeline

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

JPL Wealth Management, LLC held 127,564 QVAL 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 127,564 shares
    Change vs previous 13F +39,608 shares

    1.4% of the 13F portfolio, value $7,073,440.

    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 87,956 shares
    Change vs previous 13F +55,477 shares

    1.05% of the 13F portfolio, value $4,586,172.

    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 32,479 shares
    Change vs previous 13F +28,596 shares

    0.39% of the 13F portfolio, value $1,584,793.

    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 3,883 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $181,132.

    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).