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Forvis Mazars Wealth Advisors, LLC: JEPI position timeline

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

Forvis Mazars Wealth Advisors, LLC held 85,204 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 85,204 shares
    Change vs previous 13F +1,193 shares

    0.08% of the 13F portfolio, value $4,790,186.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 84,011 shares
    Change vs previous 13F +18,738 shares

    0.08% of the 13F portfolio, value $4,744,967.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth 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 ended2026-03-31
    13F 65,273 shares
    Change vs previous 13F +7,148 shares

    0.07% of the 13F portfolio, value $3,699,666.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth 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 ended2025-12-31
    13F 58,125 shares
    Change vs previous 13F +12,915 shares

    0.06% of the 13F portfolio, value $3,327,057.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth 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 ended2025-09-30
    13F 45,210 shares
    Change vs previous 13F +11,552 shares

    0.05% of the 13F portfolio, value $2,581,491.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth 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 ended2025-06-30
    13F 33,658 shares
    Change vs previous 13F +22,364 shares

    0.04% of the 13F portfolio, value $1,913,458.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,294 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $645,340.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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