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Arrowroot Family Office, LLC: JEPI position timeline

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

Arrowroot Family Office, LLC held 16,130 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,130 shares
    Change vs previous 13F -8,823 shares

    0.26% of the 13F portfolio, value $911,046.

    13F-HR 0001420506-26-001441 filed by Arrowroot Family Office, 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/A 24,953 shares
    Change vs previous 13F +3,898 shares

    0.47% of the 13F portfolio, value $1,414,351.

    13F-HR/A 0001420506-26-001082 filed by Arrowroot Family Office, 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 21,055 shares
    Change vs previous 13F +1,989 shares

    0.44% of the 13F portfolio, value $1,205,209.

    13F-HR 0001420506-26-000271 filed by Arrowroot Family Office, 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 19,066 shares
    Change vs previous 13F +570 shares

    0.43% of the 13F portfolio, value $1,088,646.

    13F-HR 0002017744-25-000003 filed by Arrowroot Family Office, 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 18,496 shares
    Change vs previous 13F +2,820 shares

    0.47% of the 13F portfolio, value $1,051,494.

    13F-HR 0001420506-25-001708 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 15,676 shares
    Change vs previous 13F +1,379 shares

    0.47% of the 13F portfolio, value $901,840.

    13F-HR 0001420506-25-000507 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 14,297 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $850,842.

    13F-HR 0001420506-24-002507 filed by Arrowroot Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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