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Disclosery

Helium Advisors LLC: JEPI position timeline

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

Helium Advisors LLC held 39,470 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,470 shares
    Change vs previous 13F +1,684 shares

    1.85% of the 13F portfolio, value $2,229,274.

    13F-HR 0002056653-26-000004 filed by Helium 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 37,786 shares
    Change vs previous 13F +3,839 shares

    2.04% of the 13F portfolio, value $2,141,737.

    13F-HR 0002056653-26-000003 filed by Helium 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 33,947 shares
    Change vs previous 13F -9,455 shares

    1.97% of the 13F portfolio, value $1,943,140.

    13F-HR 0002056653-26-000001 filed by Helium Advisors 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 43,402 shares
    Change vs previous 13F -16,551 shares

    2.07% of the 13F portfolio, value $2,478,249.

    13F-HR 0002056653-25-000005 filed by Helium Advisors 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 59,953 shares
    Change vs previous 13F -7,816 shares

    2.16% of the 13F portfolio, value $3,408,331.

    13F-HR 0002056653-25-000002 filed by Helium Advisors 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 67,769 shares
    Change vs previous 13F +25,493 shares

    2.82% of the 13F portfolio, value $3,872,340.

    13F-HR 0001510940-25-000001 filed by Helium Advisors 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 42,276 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,432,152.

    13F-HR 0002056653-25-000001 filed by Helium Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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