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Disclosery

KWB Wealth: JPLD position timeline

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

KWB Wealth held 16,643 JPLD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,643 shares
    Change vs previous 13F +4,500 shares

    0.07% of the 13F portfolio, value $868,583.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 12,143 shares
    Change vs previous 13F -8 shares

    0.06% of the 13F portfolio, value $635,558.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 12,151 shares
    Change vs previous 13F +5,835 shares

    0.06% of the 13F portfolio, value $635,989.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 6,316 shares
    Change vs previous 13F +772 shares

    0.04% of the 13F portfolio, value $329,892.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 5,544 shares
    Change vs previous 13F +1,494 shares

    0.04% of the 13F portfolio, value $288,302.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 4,050 shares
    Change vs previous 13F +64 shares

    0.03% of the 13F portfolio, value $208,670.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 3,986 shares
    Change vs previous 13F -213 shares

    0.03% of the 13F portfolio, value $207,864.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,199 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $215,014.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).