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Disclosery

JPL Wealth Management, LLC: SDVY position timeline

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

JPL Wealth Management, LLC held 117,747 SDVY 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 117,747 shares
    Change vs previous 13F -3,795 shares

    1.01% of the 13F portfolio, value $5,079,594.

    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 121,542 shares
    Change vs previous 13F -3,007 shares

    1.1% of the 13F portfolio, value $4,792,407.

    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 124,549 shares
    Change vs previous 13F -5,295 shares

    1.16% of the 13F portfolio, value $4,772,709.

    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 129,844 shares
    Change vs previous 13F -2,410 shares

    1.17% of the 13F portfolio, value $4,936,611.

    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 132,254 shares
    Change vs previous 13F +104 shares

    1.26% of the 13F portfolio, value $4,665,912.

    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 132,150 shares
    Change vs previous 13F +4,282 shares

    1.26% of the 13F portfolio, value $4,427,020.

    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 127,868 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $4,584,065.

    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).