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Iron Horse Wealth Management, LLC: JEPI position timeline

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

Iron Horse Wealth Management, LLC held 312,226 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 312,226 shares
    Change vs previous 13F +11,991 shares

    5.24% of the 13F portfolio, value $17,750,042.

    13F-HR 0001836270-25-000003 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 300,235 shares
    Change vs previous 13F +15,639 shares

    5.51% of the 13F portfolio, value $17,155,436.

    13F-HR 0001836270-25-000002 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 284,596 shares
    Change vs previous 13F +15,333 shares

    5.49% of the 13F portfolio, value $16,372,790.

    13F-HR 0001836270-25-000001 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 269,263 shares
    Change vs previous 13F +14,210 shares

    5.48% of the 13F portfolio, value $16,023,846.

    13F-HR 0001836270-24-000005 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 255,053 shares
    Change vs previous 13F +9,130 shares

    5.52% of the 13F portfolio, value $14,456,415.

    13F-HR 0001836270-24-000003 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 245,923 shares
    Change vs previous 13F +18,436 shares

    5.62% of the 13F portfolio, value $14,229,084.

    13F-HR 0001836270-24-000002 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 227,487 shares
    Change vs previous 13F +11,268 shares

    5.47% of the 13F portfolio, value $12,507,259.

    13F-HR 0001836270-24-000001 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 216,219 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $11,580,690.

    13F-HR 0001836270-23-000005 filed by Iron Horse Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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