Skip to content
Disclosery

PMG Family Office LLC: JEPI position timeline

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

PMG Family Office LLC held 40,432 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,432 shares
    Change vs previous 13F +2,146 shares

    2.1% of the 13F portfolio, value $2,283,599.

    13F-HR 0002085853-26-000755 filed by PMG Family Office 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 38,286 shares
    Change vs previous 13F +2,015 shares

    2.42% of the 13F portfolio, value $2,170,050.

    13F-HR 0002085853-26-000402 filed by PMG Family Office 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 36,271 shares
    Change vs previous 13F -1,030 shares

    2.42% of the 13F portfolio, value $2,091,643.

    13F-HR 0002085853-26-000120 filed by PMG Family Office 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 37,301 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $2,129,887.

    13F-HR 0002085853-25-000311 filed by PMG Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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