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BOYUM WEALTH ARCHITECTS LLC: JEPI position timeline

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

BOYUM WEALTH ARCHITECTS LLC held 35,901 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,901 shares
    Change vs previous 13F -330 shares

    0.82% of the 13F portfolio, value $2,014,063.

    13F-HR 0002068635-26-000005 filed by BOYUM WEALTH ARCHITECTS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,231 shares
    Change vs previous 13F -2,184 shares

    0.82% of the 13F portfolio, value $2,056,483.

    13F-HR 0002068635-26-000004 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 38,415 shares
    Change vs previous 13F -66,178 shares

    0.91% of the 13F portfolio, value $2,182,713.

    13F-HR 0002068635-26-000002 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 104,593 shares
    Change vs previous 13F -11,671 shares

    2.85% of the 13F portfolio, value $6,106,129.

    13F-HR 0002068635-26-000001 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 116,264 shares
    Change vs previous 13F +28,504 shares

    4.09% of the 13F portfolio, value $6,638,646.

    13F-HR 0002068635-25-000007 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 87,760 shares
    Change vs previous 13F +1,716 shares

    3.67% of the 13F portfolio, value $4,989,169.

    13F-HR 0002068635-25-000005 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 86,044 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $4,916,531.

    13F-HR 0002068635-25-000001 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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