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Disclosery

JPL Wealth Management, LLC: UL position timeline

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

JPL Wealth Management, LLC held 1,015 UL 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 1,015 shares
    Change vs previous 13F -48,896 shares

    0.01% of the 13F portfolio, value $61,051.

    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 49,911 shares
    Change vs previous 13F -447 shares

    0.65% of the 13F portfolio, value $2,843,430.

    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 50,358 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,293,414.

    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).