Skip to content
Disclosery

LVZ, Inc.: JEPI position timeline

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

LVZ, Inc. held 11,648 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,648 shares
    Change vs previous 13F +1,197 shares

    0.07% of the 13F portfolio, value $657,879.

    13F-HR 0000905729-26-000131 filed by LVZ, Inc.
    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 10,451 shares
    Change vs previous 13F +541 shares

    0.07% of the 13F portfolio, value $592,363.

    13F-HR 0000905729-26-000087 filed by LVZ, Inc.
    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/A 9,910 shares
    Change vs previous 13F +1,503 shares

    0.06% of the 13F portfolio, value $567,248.

    13F-HR/A 0000905729-26-000036 filed by LVZ, Inc.
    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 8,407 shares
    Change vs previous 13F -340 shares

    0.05% of the 13F portfolio, value $480,040.

    13F-HR 0000905729-25-000173 filed by LVZ, Inc.
    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 8,747 shares
    Change vs previous 13F +1,040 shares

    0.06% of the 13F portfolio, value $497,267.

    13F-HR 0000905729-25-000121 filed by LVZ, Inc.
    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 7,707 shares
    Change vs previous 13F +211 shares

    0.06% of the 13F portfolio, value $440,378.

    13F-HR 0000905729-25-000078 filed by LVZ, Inc.
    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 7,496 shares
    Change vs previous 13F +141 shares

    0.06% of the 13F portfolio, value $431,232.

    13F-HR 0000905729-25-000026 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,355 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $437,696.

    13F-HR 0000905729-24-000161 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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