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LongView Wealth Management: JEPI position timeline

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

LongView Wealth Management held 69,132 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,132 shares
    Change vs previous 13F +7,957 shares

    1% of the 13F portfolio, value $3,904,562.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 61,175 shares
    Change vs previous 13F +17,030 shares

    0.89% of the 13F portfolio, value $3,538,334.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 44,145 shares
    Change vs previous 13F +11,075 shares

    0.62% of the 13F portfolio, value $2,573,678.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 33,070 shares
    Change vs previous 13F +7,562 shares

    0.51% of the 13F portfolio, value $1,888,308.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 25,508 shares
    Change vs previous 13F +8,421 shares

    0.44% of the 13F portfolio, value $1,450,111.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 17,087 shares
    Change vs previous 13F +6,885 shares

    0.29% of the 13F portfolio, value $976,349.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 10,202 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $586,932.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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