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Disclosery

Noble Wealth Management PBC: JEPI position timeline

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

Noble Wealth Management PBC held 315 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 315 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $17,709.

    13F-HR 0002055065-26-000007 filed by Noble Wealth Management PBC
    Accepted , ingested

  2. period ended2026-06-30
    13F 315 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $17,791.

    13F-HR 0002055065-26-000005 filed by Noble Wealth Management PBC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 345 shares
    Change vs previous 13F -83 shares

    0.01% of the 13F portfolio, value $19,555.

    13F-HR 0002055065-26-000004 filed by Noble Wealth Management PBC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 428 shares
    Change vs previous 13F -738 shares

    0.01% of the 13F portfolio, value $24,499.

    13F-HR 0002055065-26-000002 filed by Noble Wealth Management PBC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,166 shares
    Change vs previous 13F -19,114 shares

    0.04% of the 13F portfolio, value $66,579.

    13F-HR 0002055065-26-000003 filed by Noble Wealth Management PBC
    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 20,280 shares
    Change vs previous 13F -20,811 shares

    0.79% of the 13F portfolio, value $1,158,799.

    13F-HR 0002055065-25-000004 filed by Noble Wealth Management PBC
    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 41,091 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,363,965.

    13F-HR 0002055065-25-000001 filed by Noble Wealth Management PBC
    Filed (acceptance time not in the bulk data set), ingested

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