Skip to content
Disclosery

1900 WEALTH MANAGEMENT LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on JEPI, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 5,960 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,960 shares
    Change vs previous 13F -46 shares

    0.02% of the 13F portfolio, value $335,071.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,006 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $339,219.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 6,006 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $340,420.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 6,014 shares
    Change vs previous 13F -152 shares

    0.02% of the 13F portfolio, value $344,241.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 6,166 shares
    Change vs previous 13F -97 shares

    0.02% of the 13F portfolio, value $352,079.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 6,263 shares
    Change vs previous 13F -76 shares

    0.03% of the 13F portfolio, value $356,052.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,339 shares
    Change vs previous 13F -354 shares

    0.03% of the 13F portfolio, value $362,210.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 6,693 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $385,048.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).