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Centurion Wealth Management LLC: JEPI position timeline

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

Centurion Wealth Management LLC held 97,802 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 97,802 shares
    Change vs previous 13F -2,499 shares

    1.32% of the 13F portfolio, value $5,498,440.

    13F-HR 0002085853-26-001153 filed by Centurion Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 100,301 shares
    Change vs previous 13F -649 shares

    1.35% of the 13F portfolio, value $5,664,996.

    13F-HR 0002085853-26-000670 filed by Centurion Wealth Management 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 100,950 shares
    Change vs previous 13F -166,537 shares

    1.29% of the 13F portfolio, value $5,721,869.

    13F-HR 0002085853-26-000351 filed by Centurion Wealth Management 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 267,487 shares
    Change vs previous 13F +6,751 shares

    3.36% of the 13F portfolio, value $15,311,474.

    13F-HR 0002085853-26-000034 filed by Centurion Wealth Management 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 260,736 shares
    Change vs previous 13F +12,835 shares

    3.4% of the 13F portfolio, value $14,888,012.

    13F-HR 0002085853-25-000053 filed by Centurion Wealth Management 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 247,901 shares
    Change vs previous 13F +30,785 shares

    4.04% of the 13F portfolio, value $14,093,148.

    13F-HR 0001667731-25-000727 filed by Centurion Wealth Management 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 217,116 shares
    Change vs previous 13F 0 shares

    3.91% of the 13F portfolio, value $12,491,234.

    13F-HR 0001667731-25-000444 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 217,116 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $12,491,234.

    13F-HR 0001667731-25-000229 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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