JPL Wealth Management, LLC
Position in OLLI — Ollie's Bargain Outlet Holdings, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in OLLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$768
-$152 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#423
of 452 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OLLI Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026JPL Wealth Management, LLC holds $11,496,439 across 7 Discount Stores names. OLLI ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
6,435 | $6,019,749 | |
| 2 | WMT |
Walmart Inc.
|
48,099 | $5,447,692 | |
| 3 | TGT |
Target Corp
|
90 | $11,754 | |
| 4 | DG |
Dollar General Corp
|
66 | $7,596 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
59 | $7,136 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
20 | $1,744 | |
| 7 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
This page
|
10 | $768 |
All Filings in OLLI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768 | 10 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $920 | 10 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $1,284 | 10 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||