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IVC Wealth Advisors LLC: JEPI position timeline

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

IVC Wealth Advisors LLC held 223,038 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,038 shares
    Change vs previous 13F +3,507 shares

    4.91% of the 13F portfolio, value $12,597,199.

    13F-HR 0001842811-26-000003 filed by IVC Wealth 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 219,531 shares
    Change vs previous 13F +16,693 shares

    5.4% of the 13F portfolio, value $12,443,025.

    13F-HR 0001842811-26-000002 filed by IVC Wealth 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 202,838 shares
    Change vs previous 13F +8,767 shares

    5.05% of the 13F portfolio, value $11,610,421.

    13F-HR 0001842811-26-000001 filed by IVC Wealth 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 194,071 shares
    Change vs previous 13F +6,695 shares

    4.95% of the 13F portfolio, value $11,081,441.

    13F-HR 0001842811-25-000003 filed by IVC Wealth 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 187,376 shares
    Change vs previous 13F -3,033 shares

    5.19% of the 13F portfolio, value $10,652,338.

    13F-HR 0001667731-25-000915 filed by IVC Wealth 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 190,409 shares
    Change vs previous 13F +21,988 shares

    5.85% of the 13F portfolio, value $10,879,993.

    13F-HR 0001667731-25-000382 filed by IVC Wealth 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 168,421 shares
    Change vs previous 13F +8,273 shares

    5.42% of the 13F portfolio, value $9,689,231.

    13F-HR 0001667731-25-000042 filed by IVC Wealth Advisors 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 160,148 shares
    Change vs previous 13F not available

    5.22% of the 13F portfolio, value $9,530,435.

    13F-HR 0001842811-24-000004 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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