Position in BDC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,158
+$1,240 QoQ
Shares Held
18
+125.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#339
of 371 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in BDC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $489,057 across 13 Communication Equipment names. BDC ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
3,171 | $372,464 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
1,302 | $58,733 | |
| 3 | MSI |
Motorola Solutions, Inc.
|
63 | $26,162 | |
| 4 | CIEN |
Ciena Corp
|
15 | $7,357 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
7 | $6,006 | |
| 6 | VSAT |
Viasat Inc
|
65 | $5,837 | |
| 7 | NOK |
Nokia Corp
|
224 | $2,973 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
10 | $2,632 |
All Filings in BDC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,158 | 18 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $918 | 8 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $962 | 8 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||