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Disclosery

JPL Wealth Management, LLC: SOXX position timeline

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

JPL Wealth Management, LLC held 13,560 SOXX 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 13,560 shares
    Change vs previous 13F -2,819 shares

    1.72% of the 13F portfolio, value $8,688,469.

    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 16,379 shares
    Change vs previous 13F -688 shares

    1.24% of the 13F portfolio, value $5,383,014.

    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 17,067 shares
    Change vs previous 13F -1,204 shares

    1.25% of the 13F portfolio, value $5,139,625.

    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 18,271 shares
    Change vs previous 13F -343 shares

    1.18% of the 13F portfolio, value $4,953,617.

    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 18,614 shares
    Change vs previous 13F +956 shares

    1.2% of the 13F portfolio, value $4,443,151.

    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 17,658 shares
    Change vs previous 13F +1,248 shares

    0.95% of the 13F portfolio, value $3,322,692.

    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 16,410 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,536,257.

    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).