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Base Wealth Management LLC: JEPI position timeline

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

Base Wealth Management LLC held 100,404 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,404 shares
    Change vs previous 13F +11,354 shares

    2.64% of the 13F portfolio, value $5,670,843.

    13F-HR 0002083977-26-000005 filed by Base Wealth Management 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 89,050 shares
    Change vs previous 13F +11,406 shares

    2.82% of the 13F portfolio, value $5,047,369.

    13F-HR 0002083977-26-000004 filed by Base Wealth Management 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 77,644 shares
    Change vs previous 13F +7,965 shares

    2.39% of the 13F portfolio, value $4,444,354.

    13F-HR 0002083977-26-000002 filed by Base Wealth Management 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 69,679 shares
    Change vs previous 13F +5,124 shares

    2.27% of the 13F portfolio, value $3,978,686.

    13F-HR 0002083977-25-000003 filed by Base Wealth Management 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 64,555 shares
    Change vs previous 13F +15,899 shares

    2.35% of the 13F portfolio, value $3,669,975.

    13F-HR 0002083977-25-000002 filed by Base Wealth Management 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 48,656 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $2,780,222.

    13F-HR 0002083977-25-000001 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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