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Gaddis Premier Wealth Advisors LLC: JEPI position timeline

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

Gaddis Premier Wealth Advisors LLC held 6,011 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,011 shares
    Change vs previous 13F -832 shares

    0.21% of the 13F portfolio, value $339,501.

    13F-HR 0001765380-26-000271 filed by Gaddis Premier 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 ended2026-03-31
    13F 6,843 shares
    Change vs previous 13F +1,469 shares

    0.29% of the 13F portfolio, value $387,861.

    13F-HR 0001765380-26-000168 filed by Gaddis Premier 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 ended2025-12-31
    13F 5,374 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $307,608.

    13F-HR 0001765380-26-000100 filed by Gaddis Premier Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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