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Moser Wealth Advisors, LLC: JEPI position timeline

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

Moser Wealth Advisors, LLC held 52,300 JEPI shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 52,300 shares
    Change vs previous 13F -450 shares

    1.43% of the 13F portfolio, value $2,973,255.

    13F-HR 0001803081-25-000003 filed by Moser 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 ended2025-03-31
    13F 52,750 shares
    Change vs previous 13F +5,275 shares

    1.58% of the 13F portfolio, value $3,014,135.

    13F-HR 0001803081-25-000002 filed by Moser 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 ended2024-12-31
    13F 47,475 shares
    Change vs previous 13F +2,750 shares

    1.42% of the 13F portfolio, value $2,731,237.

    13F-HR 0001803081-25-000001 filed by Moser 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 ended2024-09-30
    13F 44,725 shares
    Change vs previous 13F +5,280 shares

    1.38% of the 13F portfolio, value $2,661,585.

    13F-HR 0001803081-24-000004 filed by Moser 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 ended2024-06-30
    13F 39,445 shares
    Change vs previous 13F +4,250 shares

    1.22% of the 13F portfolio, value $2,235,743.

    13F-HR 0001803081-24-000003 filed by Moser 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 ended2024-03-31
    13F 35,195 shares
    Change vs previous 13F +6,050 shares

    1.13% of the 13F portfolio, value $2,036,383.

    13F-HR 0001803081-24-000002 filed by Moser 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 ended2023-12-31
    13F 29,145 shares
    Change vs previous 13F +600 shares

    1.02% of the 13F portfolio, value $1,602,392.

    13F-HR 0001803081-24-000001 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 28,545 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,528,870.

    13F-HR 0001803081-23-000004 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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