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Disclosery

5T Wealth, LLC: JEPI position timeline

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

5T Wealth, LLC held 48,915 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,915 shares
    Change vs previous 13F -2,278 shares

    1.03% of the 13F portfolio, value $2,762,793.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 51,193 shares
    Change vs previous 13F +2,370 shares

    1.15% of the 13F portfolio, value $2,901,643.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 48,823 shares
    Change vs previous 13F +286 shares

    1.12% of the 13F portfolio, value $2,794,615.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 48,537 shares
    Change vs previous 13F +10,257 shares

    1.21% of the 13F portfolio, value $2,771,491.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 38,280 shares
    Change vs previous 13F +3,000 shares

    1.11% of the 13F portfolio, value $2,176,165.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 35,280 shares
    Change vs previous 13F +687 shares

    1.15% of the 13F portfolio, value $2,015,812.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 34,593 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,990,119.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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