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MARIPAU WEALTH MANAGEMENT LLC: JEPI position timeline

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

MARIPAU WEALTH MANAGEMENT LLC held 13,520 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,520 shares
    Change vs previous 13F +3,205 shares

    0.27% of the 13F portfolio, value $763,237.

    13F-HR 0001890698-26-000005 filed by MARIPAU WEALTH MANAGEMENT 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/A 10,315 shares
    Change vs previous 13F +1,117 shares

    0.26% of the 13F portfolio, value $584,676.

    13F-HR/A 0001890698-26-000003 filed by MARIPAU WEALTH MANAGEMENT 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 9,198 shares
    Change vs previous 13F +3,302 shares

    0.24% of the 13F portfolio, value $523,733.

    13F-HR 0001890698-26-000001 filed by MARIPAU WEALTH MANAGEMENT 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 5,896 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $336,677.

    13F-HR 0001890698-25-000006 filed by MARIPAU WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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