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Disclosery

Clark Wealth Partners: JEPI position timeline

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

Clark Wealth Partners held 90,809 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,809 shares
    Change vs previous 13F +7,871 shares

    2.9% of the 13F portfolio, value $5,128,874.

    13F-HR 0002107657-26-000007 filed by Clark Wealth Partners
    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 82,938 shares
    Change vs previous 13F +3,740 shares

    3.16% of the 13F portfolio, value $4,700,929.

    13F-HR 0002107657-26-000006 filed by Clark Wealth Partners
    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 79,198 shares
    Change vs previous 13F 0 shares

    2.76% of the 13F portfolio, value $4,533,298.

    13F-HR 0002107657-26-000005 filed by Clark Wealth Partners
    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 79,198 shares
    Change vs previous 13F -2,846 shares

    2.76% of the 13F portfolio, value $4,533,298.

    13F-HR 0002107657-26-000004 filed by Clark Wealth Partners
    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 82,044 shares
    Change vs previous 13F +3,388 shares

    3.15% of the 13F portfolio, value $4,664,173.

    13F-HR 0002107657-26-000003 filed by Clark Wealth Partners
    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 78,656 shares
    Change vs previous 13F +14,064 shares

    3.33% of the 13F portfolio, value $4,494,430.

    13F-HR 0002107657-26-000002 filed by Clark Wealth Partners
    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 64,592 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $3,715,965.

    13F-HR 0002107657-26-000001 filed by Clark Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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