Skip to content
Disclosery

MILLER WEALTH ADVISORS, LLC: JEPI position timeline

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

MILLER WEALTH ADVISORS, LLC held 235 JEPI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 235 shares
    Change vs previous 13F -95 shares

    0.01% of the 13F portfolio, value $13,273.

    13F-HR/A 0001908158-26-000006 filed by MILLER WEALTH ADVISORS, 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 330 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $18,704.

    13F-HR 0001908158-26-000003 filed by MILLER 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 ended2025-12-31
    13F/A 382 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $21,866.

    13F-HR/A 0001908158-26-000002 filed by MILLER 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 ended2025-09-30
    13F 488 shares
    Change vs previous 13F -72 shares

    0.01% of the 13F portfolio, value $27,865.

    13F-HR 0001908158-25-000006 filed by MILLER 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 ended2025-06-30
    13F 560 shares
    Change vs previous 13F -72 shares

    0.01% of the 13F portfolio, value $31,836.

    13F-HR 0001908158-25-000004 filed by MILLER WEALTH ADVISORS, LLC
    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 632 shares
    Change vs previous 13F +632 shares

    0.02% of the 13F portfolio, value $36,112.

    13F-HR 0001908158-25-000001 filed by MILLER WEALTH ADVISORS, LLC
    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 0 shares
    Change vs previous 13F -3 shares

    13F-HR 0001639695-25-000003 filed by MILLER 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.

  8. period ended2024-09-30
    13F 3 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $180.

    13F-HR 0001908158-24-000007 filed by MILLER WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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