JPL Wealth Management, LLC

Position in NGVC — Natural Grocers by Vitamin Cottage, Inc.

CIK 2010710 GREENWOOD VILLAGE, CO

Position in NGVC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$341

-$59 QoQ

Shares Held

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#150

of 158 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Consumer Defensive · as of Jun 30, 2026

JPL Wealth Management, LLC holds $31,413 across 5 Grocery Stores names. NGVC ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KR	Kroger Co	459	$25,487
2	SFM	Sprouts Farmers Market, Inc.	47	$3,974
3	WMK	Weis Markets Inc	20	$1,566
4	NGVC	Natural Grocers by Vitamin Cottage, Inc. This page	11	$341
5	DNUT	Krispy Kreme, Inc.	13	$45

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341	11	+10.0%	Shares	Sole	2026-08-14
2025-09-30	$400	10	—	Shares	Defined	2025-11-14
No filing history on record for this holder in this stock.