JPL Wealth Management, LLC SEC EDGAR Filings (CIK 0002010710)

SEC EDGAR filings, ownership reports, and insider transactions for JPL Wealth Management, LLC.

Business address
5300 Dtc Pkwy, Suite 100, Greenwood Village, CO, 80111
Top securities (13F)
SCHO, UNH, AVGO, AAPL, VTI, MSFT, GOOGL, IGSB, QQQ, IJH, CVX, CAT, ABBV, COST, OEF, SCHF, AMZN, DGRO, WMT, and ARES
State of incorporation
DE
Fiscal year end
31 December
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JPL Wealth Management, LLC has filed 8 SEC EDGAR filings since 09 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-23678
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-23678
13F-HR/A Open Document Open Filing 13 May 2025 31 Mar 2025 028-23678
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-23678
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-23678
13F-HR Open Document Open Filing 01 Aug 2024 30 Jun 2024 028-23678
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-23678
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-23678