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Ankerstar Wealth, LLC: JEPI position timeline

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

Ankerstar Wealth, LLC held 59,262 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,262 shares
    Change vs previous 13F -8,990 shares

    2.81% of the 13F portfolio, value $3,347,131.

    13F-HR 0002053917-26-000007 filed by Ankerstar 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 68,252 shares
    Change vs previous 13F -7,285 shares

    4.08% of the 13F portfolio, value $3,868,534.

    13F-HR 0002053917-26-000004 filed by Ankerstar 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 75,537 shares
    Change vs previous 13F not available

    4.34% of the 13F portfolio, value $4,355,759.

    13F-HR 0002053917-26-000002 filed by Ankerstar Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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