Position in KEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$951
+$287 QoQ
Shares Held
7
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $8,921 across 7 Marine Shipping names. KEX ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMDB |
Costamare Bulkers Holdings Ltd
|
205 | $3,599 | |
| 2 | MATX |
Matson, Inc.
|
15 | $2,883 | |
| 3 | KEX |
Kirby Corp
This page
|
7 | $951 | |
| 4 | NMM |
Navios Maritime Partners L.P.
|
13 | $910 | |
| 5 | CMRE |
Costamare Inc.
|
22 | $308 | |
| 6 | HOS |
Hornbeck Offshore Services, Inc.
|
25 | $218 | |
| 7 | PANL |
Pangaea Logistics Solutions Ltd.
|
8 | $52 |
All Filings in KEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951 | 7 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $664 | 5 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||