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High Net Worth Advisory Group LLC: JEPI position timeline

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

High Net Worth Advisory Group LLC held 147,628 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 147,628 shares
    Change vs previous 13F -16,267 shares

    1.77% of the 13F portfolio, value $8,338,047.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 163,895 shares
    Change vs previous 13F -2,403 shares

    2.17% of the 13F portfolio, value $9,289,616.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 166,298 shares
    Change vs previous 13F -13,057 shares

    2.19% of the 13F portfolio, value $9,518,950.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 179,355 shares
    Change vs previous 13F -5,737 shares

    2.46% of the 13F portfolio, value $10,241,196.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 185,092 shares
    Change vs previous 13F +7,198 shares

    2.79% of the 13F portfolio, value $10,523,015.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 177,894 shares
    Change vs previous 13F +1,755 shares

    2.87% of the 13F portfolio, value $10,165,509.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 176,139 shares
    Change vs previous 13F +8,142 shares

    2.83% of the 13F portfolio, value $10,133,729.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 167,997 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $9,998,118.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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