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Disclosery

Mosley Wealth Management: JEPI position timeline

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

Mosley Wealth Management held 46,010 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,010 shares
    Change vs previous 13F -191,892 shares

    0.83% of the 13F portfolio, value $2,598,667.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    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 237,902 shares
    Change vs previous 13F +2,052 shares

    6.15% of the 13F portfolio, value $13,584,225.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    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 235,850 shares
    Change vs previous 13F +5,698 shares

    6.14% of the 13F portfolio, value $13,422,239.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    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 230,152 shares
    Change vs previous 13F +6,548 shares

    8.4% of the 13F portfolio, value $13,565,161.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    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 223,604 shares
    Change vs previous 13F not available

    9.1% of the 13F portfolio, value $13,337,962.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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