Skip to content
Disclosery

Nordwand Advisors, LLC: JEPI position timeline

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

Nordwand Advisors, LLC held 32,240 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,240 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,820,915.

    13F-HR 0001962713-26-000004 filed by Nordwand 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 32,240 shares
    Change vs previous 13F +12,675 shares

    0.32% of the 13F portfolio, value $1,827,363.

    13F-HR 0001962713-26-000003 filed by Nordwand 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 19,565 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,119,901.

    13F-HR 0001962713-26-000001 filed by Nordwand 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 19,565 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,117,162.

    13F-HR 0001962713-25-000007 filed by Nordwand 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 19,565 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,112,270.

    13F-HR 0001962713-25-000006 filed by Nordwand 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 19,565 shares
    Change vs previous 13F -3,485 shares

    0.42% of the 13F portfolio, value $1,117,944.

    13F-HR 0001962713-25-000004 filed by Nordwand 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 23,050 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,326,067.

    13F-HR 0001962713-25-000002 filed by Nordwand 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 ended2024-09-30
    13F 23,050 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,371,706.

    13F-HR 0001962713-24-000006 filed by Nordwand Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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