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HIGHLINE WEALTH PARTNERS LLC: JEPI position timeline

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

HIGHLINE WEALTH PARTNERS LLC held 46,505 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,505 shares
    Change vs previous 13F +44,002 shares

    0.54% of the 13F portfolio, value $2,626,583.

    13F-HR 0002042654-26-000008 filed by HIGHLINE WEALTH PARTNERS 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 2,503 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $141,880.

    13F-HR 0002042654-26-000006 filed by HIGHLINE WEALTH PARTNERS 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 2,503 shares
    Change vs previous 13F -3,785 shares

    0.04% of the 13F portfolio, value $143,282.

    13F-HR 0002042654-26-000001 filed by HIGHLINE WEALTH PARTNERS 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 6,288 shares
    Change vs previous 13F +4,770 shares

    0.1% of the 13F portfolio, value $359,055.

    13F-HR 0002042654-25-000008 filed by HIGHLINE WEALTH PARTNERS 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 1,518 shares
    Change vs previous 13F +180 shares

    0.03% of the 13F portfolio, value $86,309.

    13F-HR 0002042654-25-000006 filed by HIGHLINE WEALTH PARTNERS 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 1,338 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $76,464.

    13F-HR 0002042654-25-000005 filed by HIGHLINE WEALTH PARTNERS 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 1,338 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $76,986.

    13F-HR 0002042654-25-000001 filed by HIGHLINE WEALTH PARTNERS 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 1,338 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $79,635.

    13F-HR 0002042654-24-000002 filed by HIGHLINE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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