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LITTLE HOUSE CAPITAL LLC: JEPI position timeline

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

LITTLE HOUSE CAPITAL LLC held 0 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,667 shares

    13F-HR 0001951757-26-001164 filed by LITTLE HOUSE CAPITAL 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.

  2. period ended2026-03-31
    13F 3,667 shares
    Change vs previous 13F -57,451 shares

    0.05% of the 13F portfolio, value $207,830.

    13F-HR 0001951757-26-000788 filed by LITTLE HOUSE CAPITAL 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 61,118 shares
    Change vs previous 13F -5,858 shares

    0.88% of the 13F portfolio, value $3,498,413.

    13F-HR 0001951757-26-000382 filed by LITTLE HOUSE CAPITAL 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 66,976 shares
    Change vs previous 13F +1,137 shares

    0.88% of the 13F portfolio, value $3,824,305.

    13F-HR 0001951757-25-001253 filed by LITTLE HOUSE CAPITAL 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 65,839 shares
    Change vs previous 13F +2,921 shares

    0.94% of the 13F portfolio, value $3,742,937.

    13F-HR 0001951757-25-000586 filed by LITTLE HOUSE CAPITAL 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 62,918 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,595,150.

    13F-HR 0001951757-25-000445 filed by LITTLE HOUSE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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