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Disclosery

KFA Private Wealth Group, LLC: JEPI position timeline

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

KFA Private Wealth Group, LLC held 4,451 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,451 shares
    Change vs previous 13F +4,451 shares

    0.06% of the 13F portfolio, value $250,235.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -10,245 shares

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 10,245 shares
    Change vs previous 13F +730 shares

    0.14% of the 13F portfolio, value $580,687.

    13F-HR 0001172661-26-001517 filed by KFA Private Wealth 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 ended2025-12-31
    13F 9,515 shares
    Change vs previous 13F -1,925 shares

    0.13% of the 13F portfolio, value $544,639.

    13F-HR 0001172661-26-000027 filed by KFA Private Wealth 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 ended2025-09-30
    13F 11,440 shares
    Change vs previous 13F +626 shares

    0.19% of the 13F portfolio, value $653,224.

    13F-HR 0001172661-25-004161 filed by KFA Private Wealth 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 ended2025-06-30
    13F 10,814 shares
    Change vs previous 13F +3,700 shares

    0.19% of the 13F portfolio, value $614,776.

    13F-HR 0001172661-25-002711 filed by KFA Private Wealth 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 ended2025-03-31
    13F 7,114 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $406,494.

    13F-HR 0001172661-25-001601 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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