EVOLUTION WEALTH MANAGEMENT INC.: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVOLUTION WEALTH MANAGEMENT INC. on JEPI, newest first. How the timeline and the estimate are built.

EVOLUTION WEALTH MANAGEMENT INC. held 285 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 285 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $16,097.
13F-HR 0002010029-26-000004 filed by EVOLUTION WEALTH MANAGEMENT INC.
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 285 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $16,154.
13F-HR 0002010029-26-000003 filed by EVOLUTION WEALTH MANAGEMENT INC.
Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 285 shares
Change vs previous 13F +18 shares
0.01% of the 13F portfolio, value $16,313.
13F-HR 0002010029-26-000001 filed by EVOLUTION WEALTH MANAGEMENT INC.
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F/A 267 shares
Change vs previous 13F -147 shares
0.02% of the 13F portfolio, value $15,246.
13F-HR/A 0002010029-26-000002 filed by EVOLUTION WEALTH MANAGEMENT INC.
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 414 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $23,536.
13F-HR 0002010029-25-000002 filed by EVOLUTION WEALTH MANAGEMENT INC.
Filed 2025-08-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).