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Consilium Wealth Advisory, LLC: JEPI position timeline

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

Consilium Wealth Advisory, LLC held 7,911 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,911 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $446,815.

    13F-HR 0002085853-26-000977 filed by Consilium Wealth Advisory, 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 7,911 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $448,397.

    13F-HR 0002085853-26-000417 filed by Consilium Wealth Advisory, 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 7,911 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $452,827.

    13F-HR 0002085853-26-000085 filed by Consilium Wealth Advisory, 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 7,911 shares
    Change vs previous 13F +39 shares

    0.17% of the 13F portfolio, value $451,720.

    13F-HR 0002085853-25-000119 filed by Consilium Wealth Advisory, 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 7,872 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $447,525.

    13F-HR 0001667731-25-000895 filed by Consilium Wealth Advisory, 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 7,872 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $449,807.

    13F-HR 0001667731-25-000452 filed by Consilium Wealth Advisory, 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 7,872 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $452,878.

    13F-HR 0001667731-25-000207 filed by Consilium Wealth Advisory, 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 7,872 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $468,464.

    13F-HR 0001904906-24-000004 filed by Consilium Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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