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OBSIDIAN CIO, LLC: JEPI position timeline

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

OBSIDIAN CIO, LLC held 3,938 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,938 shares
    Change vs previous 13F +250 shares

    0.17% of the 13F portfolio, value $222,418.

    13F-HR 0001843581-26-000006 filed by OBSIDIAN CIO, 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 3,688 shares
    Change vs previous 13F +17 shares

    0.19% of the 13F portfolio, value $209,039.

    13F-HR 0001843581-26-000004 filed by OBSIDIAN CIO, 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 3,671 shares
    Change vs previous 13F -10,164 shares

    0.31% of the 13F portfolio, value $210,128.

    13F-HR 0001843581-26-000003 filed by OBSIDIAN CIO, 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 13,835 shares
    Change vs previous 13F +18 shares

    0.1% of the 13F portfolio, value $789,982.

    13F-HR 0001843581-25-000007 filed by OBSIDIAN CIO, 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 13,817 shares
    Change vs previous 13F -6,162 shares

    0.11% of the 13F portfolio, value $785,496.

    13F-HR 0001843581-25-000006 filed by OBSIDIAN CIO, 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 19,979 shares
    Change vs previous 13F +972 shares

    0.19% of the 13F portfolio, value $1,141,600.

    13F-HR 0001843581-25-000004 filed by OBSIDIAN CIO, 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 19,007 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,093,473.

    13F-HR 0001843581-25-000002 filed by OBSIDIAN CIO, 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 19,007 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,131,107.

    13F-HR 0001843581-24-000006 filed by OBSIDIAN CIO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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