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Disclosery

Code Waechter LLC: JEPI position timeline

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

Code Waechter LLC held 21,912 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,912 shares
    Change vs previous 13F -106 shares

    0.64% of the 13F portfolio, value $1,237,613.

    13F-HR 0002039212-26-000003 filed by Code Waechter 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 22,018 shares
    Change vs previous 13F +138 shares

    0.74% of the 13F portfolio, value $1,247,982.

    13F-HR 0002039212-26-000002 filed by Code Waechter 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 21,880 shares
    Change vs previous 13F +645 shares

    0.8% of the 13F portfolio, value $1,252,404.

    13F-HR 0002039212-26-000001 filed by Code Waechter 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 21,235 shares
    Change vs previous 13F -921 shares

    0.79% of the 13F portfolio, value $1,207,854.

    13F-HR 0002039212-25-000006 filed by Code Waechter 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 22,156 shares
    Change vs previous 13F +11,588 shares

    0.9% of the 13F portfolio, value $1,259,569.

    13F-HR 0002039212-25-000005 filed by Code Waechter 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 10,568 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $604,000.

    13F-HR 0002039212-25-000003 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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