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Prentice Wealth Management LLC: JEPI position timeline

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

Prentice Wealth Management LLC held 251,390 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,390 shares
    Change vs previous 13F +9,704 shares

    2.93% of the 13F portfolio, value $14,198,507.

    13F-HR 0001941040-26-000416 filed by Prentice Wealth Management 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 241,686 shares
    Change vs previous 13F -9,662 shares

    3.09% of the 13F portfolio, value $13,698,770.

    13F-HR 0001941040-26-000228 filed by Prentice Wealth Management 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 251,348 shares
    Change vs previous 13F +18,133 shares

    3.29% of the 13F portfolio, value $14,387,152.

    13F-HR 0001941040-26-000061 filed by Prentice Wealth Management 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 233,215 shares
    Change vs previous 13F +5,816 shares

    3.28% of the 13F portfolio, value $13,316,567.

    13F-HR 0001941040-25-000535 filed by Prentice Wealth Management 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 227,399 shares
    Change vs previous 13F +69,060 shares

    3.4% of the 13F portfolio, value $12,927,641.

    13F-HR 0001941040-25-000382 filed by Prentice Wealth Management 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 158,339 shares
    Change vs previous 13F +148,935 shares

    2.61% of the 13F portfolio, value $9,047,498.

    13F-HR 0001941040-25-000212 filed by Prentice Wealth Management 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 9,404 shares
    Change vs previous 13F -732 shares

    0.16% of the 13F portfolio, value $541,020.

    13F-HR 0001941040-25-000053 filed by Prentice Wealth Management 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 10,136 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $603,210.

    13F-HR 0001941040-24-000420 filed by Prentice Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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