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ELEMENT POINTE ADVISORS, LLC: JEPI position timeline

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

ELEMENT POINTE ADVISORS, LLC held 0 JEPI shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -245,686 shares

    13F-HR 0001764059-26-000001 filed by ELEMENT POINTE ADVISORS, 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 ended2025-09-30
    13F 245,686 shares
    Change vs previous 13F +6,381 shares

    2.99% of the 13F portfolio, value $14,028,671.

    13F-HR 0001764059-25-000003 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 239,305 shares
    Change vs previous 13F -220,923 shares

    3.29% of the 13F portfolio, value $13,604,514.

    13F-HR 0001085146-25-005360 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 460,228 shares
    Change vs previous 13F +7,268 shares

    6.39% of the 13F portfolio, value $26,297,453.

    13F-HR 0001085146-25-002874 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 452,960 shares
    Change vs previous 13F +3,461 shares

    6.13% of the 13F portfolio, value $26,058,814.

    13F-HR 0001085146-25-001490 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 449,499 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $26,749,711.

    13F-HR 0001085146-24-005696 filed by ELEMENT POINTE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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