Skip to content
Disclosery

21 West Wealth Management LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on JEPI, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 75,732 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 75,732 shares
    Change vs previous 13F -1,022 shares

    3.7% of the 13F portfolio, value $4,257,653.

    13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 76,754 shares
    Change vs previous 13F -4,657 shares

    3.7% of the 13F portfolio, value $4,335,066.

    13F-HR 0002067541-26-000003 filed by 21 West 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 81,411 shares
    Change vs previous 13F -4,787 shares

    4.29% of the 13F portfolio, value $4,614,375.

    13F-HR 0002067541-26-000002 filed by 21 West 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 86,198 shares
    Change vs previous 13F -4,528 shares

    4.51% of the 13F portfolio, value $4,933,974.

    13F-HR 0002067541-26-000001 filed by 21 West 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 90,726 shares
    Change vs previous 13F +1,390 shares

    4.91% of the 13F portfolio, value $5,180,455.

    13F-HR 0002067541-25-000003 filed by 21 West 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 89,336 shares
    Change vs previous 13F not available

    5.12% of the 13F portfolio, value $5,078,752.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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