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Disclosery

HBW ADVISORY SERVICES LLC: JEPI position timeline

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

HBW ADVISORY SERVICES LLC held 414,559 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 414,559 shares
    Change vs previous 13F -18,336 shares

    2.12% of the 13F portfolio, value $23,414,310.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 432,895 shares
    Change vs previous 13F -27,607 shares

    2.59% of the 13F portfolio, value $24,536,463.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 460,502 shares
    Change vs previous 13F -20,839 shares

    2.86% of the 13F portfolio, value $26,359,132.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 481,341 shares
    Change vs previous 13F -43,034 shares

    3.09% of the 13F portfolio, value $27,484,598.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 524,375 shares
    Change vs previous 13F -23,844 shares

    3.68% of the 13F portfolio, value $29,810,742.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 548,219 shares
    Change vs previous 13F +26,849 shares

    4.45% of the 13F portfolio, value $31,325,260.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES 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 521,370 shares
    Change vs previous 13F -23,258 shares

    30.79% of the 13F portfolio, value $299,994,409.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES 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 544,628 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $32,410,787.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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