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Disclosery

Marks Wealth, LLC: JEPI position timeline

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

Marks Wealth, LLC held 0 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -8,050 shares

    13F-HR 0002085853-25-000180 filed by Marks Wealth, 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 ended2025-06-30
    13F 8,050 shares
    Change vs previous 13F +2 shares

    0.15% of the 13F portfolio, value $457,652.

    13F-HR 0001667731-25-000881 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 8,048 shares
    Change vs previous 13F +916 shares

    0.17% of the 13F portfolio, value $459,868.

    13F-HR 0001667731-25-000550 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,132 shares
    Change vs previous 13F -484,952 shares

    0.2% of the 13F portfolio, value $410,304.

    13F-HR 0001667731-25-000043 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 492,084 shares
    Change vs previous 13F not available

    12.57% of the 13F portfolio, value $29,283,919.

    13F-HR 0001838660-24-000005 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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