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JPL Wealth Management, LLC: VOO position timeline

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

JPL Wealth Management, LLC held 3,840 VOO 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 3,840 shares
    Change vs previous 13F +75 shares

    0.52% of the 13F portfolio, value $2,637,126.

    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 3,765 shares
    Change vs previous 13F -51 shares

    0.52% of the 13F portfolio, value $2,250,030.

    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 3,816 shares
    Change vs previous 13F -978 shares

    0.58% of the 13F portfolio, value $2,393,086.

    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 4,794 shares
    Change vs previous 13F -18 shares

    0.7% of the 13F portfolio, value $2,935,577.

    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 4,812 shares
    Change vs previous 13F -164 shares

    0.74% of the 13F portfolio, value $2,733,394.

    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 4,976 shares
    Change vs previous 13F +563 shares

    0.73% of the 13F portfolio, value $2,557,247.

    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 4,413 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,377,802.

    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).