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Altavista Wealth Management, Inc.: JEPI position timeline

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

Altavista Wealth Management, Inc. held 10,950 JEPI shares at 2021-12-31 per its 13F-HR filed 2022-02-14.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 10,950 shares
    Change vs previous 13F +5,730 shares

    0.14% of the 13F portfolio, value $692,000.

    13F-HR 0001398344-22-003172 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 5,220 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $311,000.

    13F-HR 0001398344-21-021298 filed by Altavista Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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