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Meadow Creek Wealth Advisors LLC: JEPI position timeline

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

Meadow Creek Wealth Advisors LLC held 0 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -79,285 shares

    13F-HR 0001062993-25-016302 filed by Meadow Creek Wealth Advisors 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 79,285 shares
    Change vs previous 13F +3,235 shares

    3.04% of the 13F portfolio, value $4,507,367.

    13F-HR 0001062993-25-013285 filed by Meadow Creek Wealth Advisors 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 76,050 shares
    Change vs previous 13F +3,982 shares

    3.24% of the 13F portfolio, value $4,345,483.

    13F-HR 0001062993-25-008102 filed by Meadow Creek Wealth Advisors 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 72,068 shares
    Change vs previous 13F +1,903 shares

    2.98% of the 13F portfolio, value $4,146,085.

    13F-HR 0001062993-25-001111 filed by Meadow Creek Wealth Advisors 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 70,165 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $4,175,538.

    13F-HR 0001062993-24-017836 filed by Meadow Creek Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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