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Disclosery

NVWM, LLC: JEPI position timeline

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

NVWM, LLC held 8,528 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,528 shares
    Change vs previous 13F -8,985 shares

    0.1% of the 13F portfolio, value $481,661.

    13F-HR 0001697274-26-000003 filed by NVWM, 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 17,513 shares
    Change vs previous 13F +95 shares

    0.22% of the 13F portfolio, value $992,637.

    13F-HR 0001697274-26-000002 filed by NVWM, 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 17,418 shares
    Change vs previous 13F +627 shares

    0.22% of the 13F portfolio, value $997,006.

    13F-HR 0001697274-26-000001 filed by NVWM, 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 16,791 shares
    Change vs previous 13F +51 shares

    0.22% of the 13F portfolio, value $958,766.

    13F-HR 0001697274-25-000005 filed by NVWM, 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 16,740 shares
    Change vs previous 13F +45 shares

    0.23% of the 13F portfolio, value $951,669.

    13F-HR 0001697274-25-000004 filed by NVWM, 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 16,695 shares
    Change vs previous 13F +301 shares

    0.25% of the 13F portfolio, value $953,952.

    13F-HR 0001697274-25-000003 filed by NVWM, 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 16,394 shares
    Change vs previous 13F +1,522 shares

    0.24% of the 13F portfolio, value $943,147.

    13F-HR 0001697274-25-000001 filed by NVWM, 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 14,872 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $885,033.

    13F-HR 0001697274-24-000005 filed by NVWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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