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LifeGoal Investments, LLC: JEPI position timeline

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

LifeGoal Investments, LLC held 5,917 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,917 shares
    Change vs previous 13F +57 shares

    0.1% of the 13F portfolio, value $332,663.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,860 shares
    Change vs previous 13F +5,860 shares

    0.15% of the 13F portfolio, value $330,958.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, 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 0 shares
    Change vs previous 13F -3,601 shares

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, 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.

  4. period ended2025-09-30
    13F 3,601 shares
    Change vs previous 13F -194 shares

    0.17% of the 13F portfolio, value $205,636.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, 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 3,795 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $215,402.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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