JPL Wealth Management, LLC

SEC CIK: 0002010710
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

WFC overview All 13F holders of WFC Full Q2 2026 holdings

Shares (Q2 2026): 2,775
Value: $229.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of WFC by JPL Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,775	$229.4K	<0.1%	+67+2.5%	Added	Holders
Q1 2026	2,708	$215.6K	<0.1%	+2,708	New	Holders
Q4 2025	0	$0	0.0%	−2,989−100.0%	Sold out	Holders
Q3 2025	2,989	$250.6K	0.1%	+2,989	New	Holders