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FRG Family Wealth Advisors LLC: JEPI position timeline

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

FRG Family Wealth Advisors LLC held 80,491 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 80,491 shares
    Change vs previous 13F -4,421 shares

    0.75% of the 13F portfolio, value $4,562,245.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 84,912 shares
    Change vs previous 13F -17,211 shares

    0.75% of the 13F portfolio, value $4,860,365.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 102,123 shares
    Change vs previous 13F -21,739 shares

    0.94% of the 13F portfolio, value $5,831,249.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 ended2025-06-30
    13F 123,862 shares
    Change vs previous 13F +4,808 shares

    1.22% of the 13F portfolio, value $7,041,554.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 ended2025-03-31
    13F 119,054 shares
    Change vs previous 13F +23,667 shares

    1.31% of the 13F portfolio, value $6,802,734.

    13F-HR 0001893327-25-000002 filed by FRG Family 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 ended2024-12-31
    13F 95,387 shares
    Change vs previous 13F +7,966 shares

    1% of the 13F portfolio, value $5,487,635.

    13F-HR 0001893327-25-000001 filed by FRG Family 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 ended2024-09-30
    13F 87,421 shares
    Change vs previous 13F +4,810 shares

    0.93% of the 13F portfolio, value $5,202,409.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 82,611 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $4,586,552.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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