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FAS Wealth Partners, Inc.: JEPI position timeline

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

FAS Wealth Partners, Inc. held 1,666,456 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,666,456 shares
    Change vs previous 13F +136,080 shares

    4.91% of the 13F portfolio, value $94,121,422.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 1,530,376 shares
    Change vs previous 13F -22,469 shares

    5.4% of the 13F portfolio, value $86,741,686.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 1,552,845 shares
    Change vs previous 13F +18,315 shares

    5.75% of the 13F portfolio, value $88,884,876.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    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 1,534,530 shares
    Change vs previous 13F +54,943 shares

    5.94% of the 13F portfolio, value $87,621,677.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    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 1,479,587 shares
    Change vs previous 13F +63,939 shares

    6.22% of the 13F portfolio, value $84,114,532.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    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 1,415,648 shares
    Change vs previous 13F +100,553 shares

    6.6% of the 13F portfolio, value $80,890,136.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 1,315,095 shares
    Change vs previous 13F -92,393 shares

    6.36% of the 13F portfolio, value $75,657,388.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    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 1,407,488 shares
    Change vs previous 13F not available

    6.67% of the 13F portfolio, value $83,759,618.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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