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CFO4Life Group, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on JEPI, newest first. How the timeline and the estimate are built.

CFO4Life Group, LLC held 143,665 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,665 shares
    Change vs previous 13F +16 shares

    1.09% of the 13F portfolio, value $8,114,204.

    13F-HR 0001765380-26-000360 filed by CFO4Life 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 143,649 shares
    Change vs previous 13F +118 shares

    1.24% of the 13F portfolio, value $8,142,012.

    13F-HR 0001765380-26-000199 filed by CFO4Life 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 143,531 shares
    Change vs previous 13F -11,366 shares

    1.17% of the 13F portfolio, value $8,215,714.

    13F-HR 0001765380-26-000075 filed by CFO4Life 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 154,897 shares
    Change vs previous 13F -4,667 shares

    1.29% of the 13F portfolio, value $8,844,610.

    13F-HR 0001765380-25-000451 filed by CFO4Life 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 159,564 shares
    Change vs previous 13F -36,612 shares

    1.42% of the 13F portfolio, value $9,071,203.

    13F-HR 0001765380-25-000315 filed by CFO4Life 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 196,176 shares
    Change vs previous 13F -382,077 shares

    1.89% of the 13F portfolio, value $11,209,499.

    13F-HR 0001765380-25-000154 filed by CFO4Life 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 578,253 shares
    Change vs previous 13F +23,971 shares

    5.84% of the 13F portfolio, value $33,266,917.

    13F-HR 0001765380-25-000070 filed by CFO4Life 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 554,282 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $32,985,298.

    13F-HR 0001765380-24-000432 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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