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Disclosery

HB Wealth Management, LLC: JEPI position timeline

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

HB Wealth Management, LLC held 12,780 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 12,780 shares
    Change vs previous 13F -15,270 shares

    <0.01% of the 13F portfolio, value $721,824.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 28,050 shares
    Change vs previous 13F -4,041 shares

    0.01% of the 13F portfolio, value $1,589,919.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 32,091 shares
    Change vs previous 13F -18,528 shares

    0.01% of the 13F portfolio, value $1,836,946.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 50,619 shares
    Change vs previous 13F +9,007 shares

    0.02% of the 13F portfolio, value $2,890,402.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 41,612 shares
    Change vs previous 13F -7,839 shares

    0.02% of the 13F portfolio, value $2,365,642.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 49,451 shares
    Change vs previous 13F +1,509 shares

    0.02% of the 13F portfolio, value $2,825,683.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 47,942 shares
    Change vs previous 13F -893 shares

    0.03% of the 13F portfolio, value $2,758,160.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 48,835 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,906,230.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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