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JPL Wealth Management, LLC

SEC CIK
0002010710
Latest filing
Aug 13, 2026

STEP holding history

StepStone Group Inc. in every 13F filed by JPL Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STEP overviewAll 13F holders of STEPFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2025
Holdings of STEP by JPL Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−15−100.0%Sold outHolders
Q1 202615$716<0.1%+15NewHolders
Q4 20250$00.0%−15−100.0%Sold outHolders
Q3 202515$980<0.1%+15NewHolders