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FSB PREMIER WEALTH MANAGEMENT, INC.: JEPI position timeline

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

FSB PREMIER WEALTH MANAGEMENT, INC. held 19,891 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,891 shares
    Change vs previous 13F -1,229 shares

    0.32% of the 13F portfolio, value $1,123,438.

    13F-HR 0000887748-26-000006 filed by FSB PREMIER WEALTH MANAGEMENT, 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 21,120 shares
    Change vs previous 13F -1,177 shares

    0.37% of the 13F portfolio, value $1,197,090.

    13F-HR 0000887748-26-000005 filed by FSB PREMIER WEALTH MANAGEMENT, 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 22,297 shares
    Change vs previous 13F -1,950 shares

    0.4% of the 13F portfolio, value $1,276,273.

    13F-HR 0000887748-26-000001 filed by FSB PREMIER WEALTH MANAGEMENT, 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 24,247 shares
    Change vs previous 13F -2,526 shares

    0.46% of the 13F portfolio, value $1,384,508.

    13F-HR 0000887748-25-000009 filed by FSB PREMIER WEALTH MANAGEMENT, 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 26,773 shares
    Change vs previous 13F -1,794 shares

    0.54% of the 13F portfolio, value $1,522,063.

    13F-HR 0000887748-25-000007 filed by FSB PREMIER WEALTH MANAGEMENT, 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 28,567 shares
    Change vs previous 13F -1,334 shares

    0.64% of the 13F portfolio, value $1,632,318.

    13F-HR 0000887748-25-000004 filed by FSB PREMIER WEALTH MANAGEMENT, 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 29,901 shares
    Change vs previous 13F +9,502 shares

    0.69% of the 13F portfolio, value $1,720,193.

    13F-HR 0000887748-25-000002 filed by FSB PREMIER WEALTH MANAGEMENT, 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 20,399 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,213,930.

    13F-HR 0001172661-24-004884 filed by FSB PREMIER WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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