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Disclosery

Core Wealth Partners LLC: JEPI position timeline

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

Core Wealth Partners LLC held 3,758 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,758 shares
    Change vs previous 13F -2,798 shares

    0.09% of the 13F portfolio, value $212,224.

    13F-HR 0001965078-26-000003 filed by Core Wealth Partners 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 6,556 shares
    Change vs previous 13F +523 shares

    0.17% of the 13F portfolio, value $371,594.

    13F-HR 0001965078-26-000002 filed by Core Wealth Partners 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 6,033 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $345,329.

    13F-HR 0001965078-26-000001 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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