Skip to content
Disclosery

Bernardo Wealth Planning LLC: JEPI position timeline

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

Bernardo Wealth Planning LLC held 277,579 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,579 shares
    Change vs previous 13F -27,103 shares

    2.68% of the 13F portfolio, value $15,677,684.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning 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 304,682 shares
    Change vs previous 13F -19,536 shares

    3.38% of the 13F portfolio, value $17,269,366.

    13F-HR 0001765595-26-000002 filed by Bernardo Wealth Planning 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 324,218 shares
    Change vs previous 13F -5,521 shares

    3.54% of the 13F portfolio, value $18,558,233.

    13F-HR 0001765595-26-000001 filed by Bernardo Wealth Planning 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 329,739 shares
    Change vs previous 13F +164,565 shares

    3.69% of the 13F portfolio, value $18,828,083.

    13F-HR 0001765595-25-000007 filed by Bernardo Wealth Planning 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 165,174 shares
    Change vs previous 13F -16,288 shares

    2.04% of the 13F portfolio, value $9,390,000.

    13F-HR 0001765595-25-000006 filed by Bernardo Wealth Planning 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/A 181,462 shares
    Change vs previous 13F +6,462 shares

    2.48% of the 13F portfolio, value $10,369,000.

    13F-HR/A 0001765595-25-000004 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 175,000 shares
    Change vs previous 13F +172 shares

    2.39% of the 13F portfolio, value $9,985,497.

    13F-HR 0001765595-25-000001 filed by Bernardo Wealth Planning LLC
    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 174,828 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $10,462,000.

    13F-HR 0001765595-24-000005 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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