Skip to content
Disclosery

Destiny Wealth Partners, LLC: JEPI position timeline

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

Destiny Wealth Partners, LLC held 0 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -518 shares

    13F-HR 0001844369-26-000005 filed by Destiny Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 518 shares
    Change vs previous 13F +518 shares

    <0.01% of the 13F portfolio, value $29,346.

    13F-HR 0001844369-26-000004 filed by Destiny 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 0 shares
    Change vs previous 13F -132,953 shares

    13F-HR 0001844369-26-000002 filed by Destiny Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 132,953 shares
    Change vs previous 13F +10,282 shares

    0.93% of the 13F portfolio, value $7,591,636.

    13F-HR 0001844369-25-000007 filed by Destiny Wealth Partners, 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 122,671 shares
    Change vs previous 13F +3,326 shares

    0.94% of the 13F portfolio, value $6,973,825.

    13F-HR 0001844369-25-000005 filed by Destiny Wealth Partners, 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 119,345 shares
    Change vs previous 13F +4,946 shares

    1.08% of the 13F portfolio, value $6,819,352.

    13F-HR 0001844369-25-000004 filed by Destiny Wealth Partners, 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 114,399 shares
    Change vs previous 13F +5,395 shares

    1.08% of the 13F portfolio, value $6,581,353.

    13F-HR 0001844369-25-000001 filed by Destiny Wealth Partners, 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 109,004 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $6,486,806.

    13F-HR 0001844369-24-000006 filed by Destiny Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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