Skip to content
Disclosery

Bridgewealth Advisory Group, LLC: JEPI position timeline

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

Bridgewealth Advisory Group, LLC held 7,672 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 7,672 shares
    Change vs previous 13F -2,394 shares

    0.08% of the 13F portfolio, value $433,342.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 10,066 shares
    Change vs previous 13F -19,669 shares

    0.12% of the 13F portfolio, value $570,543.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 29,735 shares
    Change vs previous 13F -81,644 shares

    0.38% of the 13F portfolio, value $1,702,039.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 111,379 shares
    Change vs previous 13F +8,672 shares

    1.47% of the 13F portfolio, value $6,359,758.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 102,707 shares
    Change vs previous 13F +71,472 shares

    1.48% of the 13F portfolio, value $5,838,900.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 31,235 shares
    Change vs previous 13F -91,521 shares

    2.35% of the 13F portfolio, value $1,784,773.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 122,756 shares
    Change vs previous 13F -13,661 shares

    2.06% of the 13F portfolio, value $7,276,975.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, 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 136,417 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $8,118,195.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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