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Coquina Private Wealth LLC: JEPI position timeline

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

Coquina Private Wealth LLC held 14,521 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,521 shares
    Change vs previous 13F +3,028 shares

    0.56% of the 13F portfolio, value $820,168.

    13F-HR 0002063364-26-000230 filed by Coquina Private Wealth 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 11,493 shares
    Change vs previous 13F +3,334 shares

    0.52% of the 13F portfolio, value $651,444.

    13F-HR 0002063364-26-000147 filed by Coquina Private Wealth 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 8,159 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $466,998.

    13F-HR 0002063364-26-000040 filed by Coquina Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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