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Disclosery

LAUREL OAK WEALTH MANAGEMENT, LLC: JEPI position timeline

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

LAUREL OAK WEALTH MANAGEMENT, LLC held 7,681 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,681 shares
    Change vs previous 13F +1,623 shares

    0.06% of the 13F portfolio, value $433,818.

    13F-HR 0002111403-26-000003 filed by LAUREL OAK 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 ended2026-03-31
    13F 6,058 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $343,376.

    13F-HR 0002111403-26-000002 filed by LAUREL OAK WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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