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Cascade Wealth Advisors, Inc: JEPI position timeline

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

Cascade Wealth Advisors, Inc held 101,978 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,978 shares
    Change vs previous 13F -57,545 shares

    2.36% of the 13F portfolio, value $5,871,907.

    13F-HR 0002018936-26-000003 filed by Cascade Wealth Advisors, Inc
    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 159,523 shares
    Change vs previous 13F -12,834 shares

    3.92% of the 13F portfolio, value $8,926,913.

    13F-HR 0002018936-26-000002 filed by Cascade Wealth Advisors, Inc
    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 172,357 shares
    Change vs previous 13F -96,270 shares

    4.64% of the 13F portfolio, value $10,069,100.

    13F-HR 0002018936-26-000001 filed by Cascade Wealth Advisors, Inc
    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 268,627 shares
    Change vs previous 13F +14,899 shares

    7.5% of the 13F portfolio, value $15,236,515.

    13F-HR 0002018936-25-000006 filed by Cascade Wealth Advisors, Inc
    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 253,728 shares
    Change vs previous 13F +33,796 shares

    8.04% of the 13F portfolio, value $14,223,967.

    13F-HR 0002018936-25-000005 filed by Cascade Wealth Advisors, Inc
    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 219,932 shares
    Change vs previous 13F +78,381 shares

    8.29% of the 13F portfolio, value $11,988,477.

    13F-HR 0002018936-25-000004 filed by Cascade Wealth Advisors, Inc
    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 141,551 shares
    Change vs previous 13F +18,810 shares

    5.51% of the 13F portfolio, value $8,143,414.

    13F-HR 0002018936-25-000001 filed by Cascade Wealth Advisors, Inc
    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 122,741 shares
    Change vs previous 13F not available

    5.22% of the 13F portfolio, value $7,304,298.

    13F-HR 0002018936-24-000004 filed by Cascade Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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