Skip to content

JPL Wealth Management, LLC: SPMB position timeline

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

JPL Wealth Management, LLC held 166,364 SPMB 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 166,364 shares
    Change vs previous 13F +109,183 shares

    0.74% of the 13F portfolio, value $3,711,579.

    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 57,181 shares
    Change vs previous 13F +18,587 shares

    0.29% of the 13F portfolio, value $1,280,275.

    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 38,594 shares
    Change vs previous 13F +3,081 shares

    0.21% of the 13F portfolio, value $865,091.

    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 35,513 shares
    Change vs previous 13F +33 shares

    0.19% of the 13F portfolio, value $796,903.

    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 35,480 shares
    Change vs previous 13F +2,252 shares

    0.21% of the 13F portfolio, value $784,115.

    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 33,228 shares
    Change vs previous 13F +10,629 shares

    0.21% of the 13F portfolio, value $732,680.

    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 22,599 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $487,002.

    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).