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BURLING WEALTH PARTNERS, LLC: JEPI position timeline

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

BURLING WEALTH PARTNERS, LLC held 21,367 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,367 shares
    Change vs previous 13F +1,850 shares

    0.18% of the 13F portfolio, value $1,206,808.

    13F-HR 0001765380-26-000265 filed by BURLING WEALTH PARTNERS, 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 19,517 shares
    Change vs previous 13F -3,269 shares

    0.18% of the 13F portfolio, value $1,106,224.

    13F-HR 0001765380-26-000191 filed by BURLING WEALTH PARTNERS, 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 22,786 shares
    Change vs previous 13F -347 shares

    0.2% of the 13F portfolio, value $1,304,271.

    13F-HR 0001765380-26-000069 filed by BURLING WEALTH PARTNERS, 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 23,133 shares
    Change vs previous 13F -237 shares

    0.22% of the 13F portfolio, value $1,320,909.

    13F-HR 0001765380-25-000450 filed by BURLING WEALTH PARTNERS, 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 23,370 shares
    Change vs previous 13F -1,692 shares

    0.25% of the 13F portfolio, value $1,328,609.

    13F-HR 0001765380-25-000314 filed by BURLING WEALTH PARTNERS, 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 25,062 shares
    Change vs previous 13F -1,844 shares

    0.3% of the 13F portfolio, value $1,432,032.

    13F-HR 0001765380-25-000162 filed by BURLING WEALTH PARTNERS, 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 26,906 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,547,897.

    13F-HR 0001765380-25-000107 filed by BURLING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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