Skip to content
Disclosery

JPL Wealth Management, LLC: VTI position timeline

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

JPL Wealth Management, LLC held 29,611 VTI 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 29,611 shares
    Change vs previous 13F +549 shares

    2.17% of the 13F portfolio, value $10,957,111.

    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 29,062 shares
    Change vs previous 13F -395 shares

    2.14% of the 13F portfolio, value $9,323,472.

    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 29,457 shares
    Change vs previous 13F -6,172 shares

    2.41% of the 13F portfolio, value $9,875,918.

    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 35,629 shares
    Change vs previous 13F -566 shares

    2.78% of the 13F portfolio, value $11,692,303.

    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 36,195 shares
    Change vs previous 13F +610 shares

    2.97% of the 13F portfolio, value $11,000,844.

    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 35,585 shares
    Change vs previous 13F +2,154 shares

    2.79% of the 13F portfolio, value $9,780,089.

    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 33,431 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $9,688,685.

    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).