Skip to content

WJ Wealth Management, LLC: JPLD position timeline

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

WJ Wealth Management, LLC held 16,089 JPLD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,089 shares
    Change vs previous 13F -1,182 shares

    0.33% of the 13F portfolio, value $839,685.

    13F-HR 0001801674-26-000004 filed by WJ 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 17,271 shares
    Change vs previous 13F -466 shares

    0.42% of the 13F portfolio, value $901,349.

    13F-HR 0001801674-26-000002 filed by WJ 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 17,737 shares
    Change vs previous 13F +5,337 shares

    0.41% of the 13F portfolio, value $928,303.

    13F-HR 0001801674-26-000001 filed by WJ 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/A 12,400 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $651,124.

    13F-HR/A 0001085146-25-006013 filed by WJ Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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