Position in DLX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,506
New position
Shares Held
91
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Conglomerates
Industrials · as of Mar 31, 2026JPL Wealth Management, LLC holds $56,274 across 8 Conglomerates names. DLX ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
139 | $32,950 | |
| 2 | MMM |
3M Co
|
103 | $14,957 | |
| 3 | DLX |
Deluxe Corp
This page
|
91 | $2,506 | |
| 4 | OTTR |
Otter Tail Corp
|
27 | $2,369 | |
| 5 | BOC |
BOSTON OMAHA Corp
|
120 | $1,401 | |
| 6 | GHC |
Graham Holdings Co
|
1 | $1,057 | |
| 7 | BBUC |
Brookfield Business Corp
|
32 | $1,012 | |
| 8 | TUSK |
Mammoth Energy Services, Inc.
|
9 | $22 |
All Filings in DLX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,506 | 91 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||