Skip to content
Disclosery

JPL Wealth Management, LLC: SCHF position timeline

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

JPL Wealth Management, LLC held 241,321 SCHF 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 241,321 shares
    Change vs previous 13F -6,372 shares

    1.33% of the 13F portfolio, value $6,684,596.

    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 247,693 shares
    Change vs previous 13F -4,148 shares

    1.41% of the 13F portfolio, value $6,130,414.

    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 251,841 shares
    Change vs previous 13F -1,102 shares

    1.47% of the 13F portfolio, value $6,054,258.

    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 252,943 shares
    Change vs previous 13F -419 shares

    1.4% of the 13F portfolio, value $5,888,514.

    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 253,362 shares
    Change vs previous 13F +5,705 shares

    1.51% of the 13F portfolio, value $5,599,301.

    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 247,657 shares
    Change vs previous 13F +13,457 shares

    1.4% of the 13F portfolio, value $4,898,654.

    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 234,200 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $4,332,699.

    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).