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Disclosery

NWF Advisory Services Inc.: JEPI position timeline

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

NWF Advisory Services Inc. held 144,285 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 144,285 shares
    Change vs previous 13F -4,990 shares

    0.77% of the 13F portfolio, value $8,149,282.

    13F-HR 0002085853-26-000893 filed by NWF Advisory Services Inc.
    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 149,275 shares
    Change vs previous 13F +55 shares

    0.96% of the 13F portfolio, value $8,460,934.

    13F-HR 0002085853-26-000556 filed by NWF Advisory Services Inc.
    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 149,220 shares
    Change vs previous 13F -27,904 shares

    0.94% of the 13F portfolio, value $8,541,381.

    13F-HR 0002085853-26-000290 filed by NWF Advisory Services Inc.
    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 177,124 shares
    Change vs previous 13F -35,268 shares

    1.11% of the 13F portfolio, value $10,113,844.

    13F-HR 0002085853-25-000210 filed by NWF Advisory Services Inc.
    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 212,392 shares
    Change vs previous 13F +16,994 shares

    1.44% of the 13F portfolio, value $12,074,586.

    13F-HR 0001667731-25-001273 filed by NWF Advisory Services Inc.
    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 195,398 shares
    Change vs previous 13F -5,962 shares

    1.57% of the 13F portfolio, value $11,165,041.

    13F-HR 0001667731-25-001092 filed by NWF Advisory Services Inc.
    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 201,360 shares
    Change vs previous 13F +3,723 shares

    1.71% of the 13F portfolio, value $11,663,728.

    13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
    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 197,637 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $11,761,398.

    13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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