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Disclosery

Hedeker Wealth, LLC: JEPI position timeline

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

Hedeker Wealth, LLC held 0 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -194,105 shares

    13F-HR 0001172661-25-004345 filed by Hedeker Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 194,105 shares
    Change vs previous 13F +19,771 shares

    2.57% of the 13F portfolio, value $11,034,869.

    13F-HR 0001172661-25-002984 filed by Hedeker Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 174,334 shares
    Change vs previous 13F +21,682 shares

    2.68% of the 13F portfolio, value $9,961,445.

    13F-HR 0001172661-25-001587 filed by Hedeker Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 152,652 shares
    Change vs previous 13F +557 shares

    2.19% of the 13F portfolio, value $8,782,070.

    13F-HR 0001172661-25-000370 filed by Hedeker Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 152,095 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $9,051,173.

    13F-HR 0001172661-24-004361 filed by Hedeker Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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