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Collaborative Wealth Managment Inc.: JEPI position timeline

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

Collaborative Wealth Managment Inc. held 57,026 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,026 shares
    Change vs previous 13F +12,419 shares

    1.36% of the 13F portfolio, value $3,220,828.

    13F-HR 0001896419-26-000005 filed by Collaborative Wealth Managment 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 44,607 shares
    Change vs previous 13F +28,002 shares

    1.16% of the 13F portfolio, value $2,528,325.

    13F-HR 0001896419-26-000003 filed by Collaborative Wealth Managment 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 16,605 shares
    Change vs previous 13F +10,935 shares

    0.33% of the 13F portfolio, value $950,470.

    13F-HR 0001896419-26-000001 filed by Collaborative Wealth Managment 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 5,670 shares
    Change vs previous 13F +1,037 shares

    0.13% of the 13F portfolio, value $323,757.

    13F-HR 0001896419-25-000007 filed by Collaborative Wealth Managment 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 4,633 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $263,386.

    13F-HR 0001896419-25-000006 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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