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Eagle Bluffs Wealth Management LLC: JEPI position timeline

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

Eagle Bluffs Wealth Management LLC held 102,284 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,284 shares
    Change vs previous 13F +1,807 shares

    1.93% of the 13F portfolio, value $5,777,000.

    13F-HR 0001951757-26-001101 filed by Eagle Bluffs Wealth Management 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 100,477 shares
    Change vs previous 13F +644 shares

    2.22% of the 13F portfolio, value $5,695,037.

    13F-HR 0001951757-26-000726 filed by Eagle Bluffs Wealth Management 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 99,833 shares
    Change vs previous 13F +8,071 shares

    2.33% of the 13F portfolio, value $5,756,231.

    13F-HR 0001951757-26-000448 filed by Eagle Bluffs Wealth Management 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 91,762 shares
    Change vs previous 13F +2,346 shares

    2.26% of the 13F portfolio, value $5,239,611.

    13F-HR 0001951757-25-001284 filed by Eagle Bluffs Wealth Management 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 89,416 shares
    Change vs previous 13F -314 shares

    2.42% of the 13F portfolio, value $5,083,300.

    13F-HR 0001951757-25-000880 filed by Eagle Bluffs Wealth Management 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 89,730 shares
    Change vs previous 13F -40,754 shares

    2.71% of the 13F portfolio, value $5,127,172.

    13F-HR 0001951757-25-000526 filed by Eagle Bluffs Wealth Management 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 130,484 shares
    Change vs previous 13F -15,484 shares

    4.06% of the 13F portfolio, value $7,558,017.

    13F-HR 0001951757-25-000112 filed by Eagle Bluffs Wealth Management 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 145,968 shares
    Change vs previous 13F not available

    4.68% of the 13F portfolio, value $8,686,556.

    13F-HR 0001951757-24-001153 filed by Eagle Bluffs Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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