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Arkadios Wealth Advisors: JEPI position timeline

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

Arkadios Wealth Advisors held 173,404 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,404 shares
    Change vs previous 13F -432,948 shares

    0.15% of the 13F portfolio, value $9,793,884.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 606,352 shares
    Change vs previous 13F +482,640 shares

    0.57% of the 13F portfolio, value $34,367,998.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 123,712 shares
    Change vs previous 13F +16,751 shares

    0.14% of the 13F portfolio, value $7,081,240.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 106,961 shares
    Change vs previous 13F +27,251 shares

    0.15% of the 13F portfolio, value $6,107,451.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 79,710 shares
    Change vs previous 13F +38,134 shares

    0.14% of the 13F portfolio, value $4,531,486.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 41,576 shares
    Change vs previous 13F +12,191 shares

    0.09% of the 13F portfolio, value $2,375,653.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 29,385 shares
    Change vs previous 13F -307 shares

    0.09% of the 13F portfolio, value $1,690,530.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,692 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,766,942.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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