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Disclosery

JPL Wealth Management, LLC: WAT position timeline

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

JPL Wealth Management, LLC held 251 WAT 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 251 shares
    Change vs previous 13F -7,280 shares

    0.02% of the 13F portfolio, value $94,136.

    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 7,531 shares
    Change vs previous 13F -175 shares

    0.52% of the 13F portfolio, value $2,242,733.

    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 7,706 shares
    Change vs previous 13F -305 shares

    0.71% of the 13F portfolio, value $2,926,970.

    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 8,011 shares
    Change vs previous 13F +94 shares

    0.57% of the 13F portfolio, value $2,401,779.

    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 7,917 shares
    Change vs previous 13F +109 shares

    0.75% of the 13F portfolio, value $2,763,350.

    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 7,808 shares
    Change vs previous 13F -47 shares

    0.82% of the 13F portfolio, value $2,877,795.

    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 7,855 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,914,048.

    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).