New Insight Wealth Advisors: JEPI position timeline

New Insight Wealth Advisors held 28,229 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 28,229 shares

   Change vs previous 13F +8,568 shares

   0.47% of the 13F portfolio, value $1,594,374.

   13F-HR 0002022328-26-000003 filed by New Insight Wealth Advisors
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 19,661 shares

   Change vs previous 13F +7,409 shares

   0.4% of the 13F portfolio, value $1,114,385.

   13F-HR 0002022328-26-000002 filed by New Insight Wealth Advisors
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 12,252 shares

   Change vs previous 13F +6,250 shares

   0.25% of the 13F portfolio, value $701,304.

   13F-HR 0002022328-26-000001 filed by New Insight Wealth Advisors
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,002 shares

   Change vs previous 13F +1,435 shares

   0.13% of the 13F portfolio, value $342,714.

   13F-HR 0002085853-25-000189 filed by New Insight Wealth Advisors
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,567 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $259,634.

   13F-HR 0001667731-25-000846 filed by New Insight Wealth Advisors
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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