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LifeWealth Investments, LLC: JEPI position timeline

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

LifeWealth Investments, LLC held 85,004 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,004 shares
    Change vs previous 13F -2,810 shares

    1.28% of the 13F portfolio, value $4,801,032.

    13F-HR 0002033794-26-000006 filed by LifeWealth Investments, 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 87,814 shares
    Change vs previous 13F +7,747 shares

    1.49% of the 13F portfolio, value $4,977,310.

    13F-HR 0002033794-26-000005 filed by LifeWealth 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 80,067 shares
    Change vs previous 13F -1,350 shares

    1.45% of the 13F portfolio, value $4,583,039.

    13F-HR 0002033794-26-000001 filed by LifeWealth Investments, 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/A 81,417 shares
    Change vs previous 13F +1,016 shares

    1.53% of the 13F portfolio, value $4,648,918.

    13F-HR/A 0002033794-26-000004 filed by LifeWealth 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/A 80,401 shares
    Change vs previous 13F +14,277 shares

    1.66% of the 13F portfolio, value $4,570,805.

    13F-HR/A 0002033794-26-000003 filed by LifeWealth Investments, 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/A 66,124 shares
    Change vs previous 13F +25,012 shares

    1.82% of the 13F portfolio, value $3,778,317.

    13F-HR/A 0002033794-26-000002 filed by LifeWealth Investments, 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 41,112 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,365,172.

    13F-HR 0002033794-25-000001 filed by LifeWealth Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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