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Oak Barrel Wealth Advisory LLC: JEPI position timeline

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

Oak Barrel Wealth Advisory LLC held 7,929 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 7,929 shares
    Change vs previous 13F +323 shares

    0.2% of the 13F portfolio, value $447,835.

    13F-HR 0001951757-26-001187 filed by Oak Barrel Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,606 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $435,352.

    13F-HR 0001951757-26-000799 filed by Oak Barrel Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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