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Onyx Bridge Wealth Group LLC: JEPI position timeline

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

Onyx Bridge Wealth Group LLC held 77,627 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,627 shares
    Change vs previous 13F -2,889 shares

    0.39% of the 13F portfolio, value $4,384,353.

    13F-HR 0001819476-26-000005 filed by Onyx Bridge Wealth Group 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 80,516 shares
    Change vs previous 13F +3,313 shares

    0.49% of the 13F portfolio, value $4,563,658.

    13F-HR 0001819476-26-000003 filed by Onyx Bridge Wealth Group 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 77,203 shares
    Change vs previous 13F +5,936 shares

    0.47% of the 13F portfolio, value $4,423,392.

    13F-HR 0001819476-26-000001 filed by Onyx Bridge Wealth Group 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 71,267 shares
    Change vs previous 13F +13,901 shares

    0.44% of the 13F portfolio, value $4,069,352.

    13F-HR 0001819476-25-000008 filed by Onyx Bridge Wealth Group 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 57,366 shares
    Change vs previous 13F +5,381 shares

    0.43% of the 13F portfolio, value $3,261,277.

    13F-HR 0001819476-25-000007 filed by Onyx Bridge Wealth Group 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 51,985 shares
    Change vs previous 13F +1,751 shares

    0.43% of the 13F portfolio, value $2,970,429.

    13F-HR 0001819476-25-000005 filed by Onyx Bridge Wealth Group 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 50,234 shares
    Change vs previous 13F +5,396 shares

    0.42% of the 13F portfolio, value $2,892,229.

    13F-HR 0001819476-25-000002 filed by Onyx Bridge Wealth Group 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 44,838 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,668,293.

    13F-HR 0001819476-24-000009 filed by Onyx Bridge Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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