Skip to content
Disclosery

4WEALTH ADVISORS, INC.: JEPI position timeline

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

4WEALTH ADVISORS, INC. held 85,556 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 85,556 shares
    Change vs previous 13F +5,035 shares

    3.34% of the 13F portfolio, value $4,833,079.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 80,521 shares
    Change vs previous 13F +970 shares

    3.49% of the 13F portfolio, value $4,544,623.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    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 79,551 shares
    Change vs previous 13F +1,655 shares

    3.78% of the 13F portfolio, value $4,427,007.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    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 77,896 shares
    Change vs previous 13F +785 shares

    3.86% of the 13F portfolio, value $4,458,763.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    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 77,111 shares
    Change vs previous 13F +10,365 shares

    4.07% of the 13F portfolio, value $4,403,053.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    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 66,746 shares
    Change vs previous 13F +346 shares

    3.94% of the 13F portfolio, value $3,794,528.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    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 66,400 shares
    Change vs previous 13F +3,849 shares

    4.2% of the 13F portfolio, value $3,794,117.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    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 62,551 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $3,598,585.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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