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Prosperity Consulting Group, LLC: JEPI position timeline

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

Prosperity Consulting Group, LLC held 1,401,148 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,401,148 shares
    Change vs previous 13F +30,324 shares

    3% of the 13F portfolio, value $79,136,838.

    13F-HR 0001437749-26-027522 filed by Prosperity Consulting 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 1,370,824 shares
    Change vs previous 13F +90,875 shares

    3.46% of the 13F portfolio, value $77,698,299.

    13F-HR 0001437749-26-014862 filed by Prosperity Consulting 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 1,279,949 shares
    Change vs previous 13F +145,617 shares

    3.3% of the 13F portfolio, value $73,264,295.

    13F-HR 0001437749-26-004332 filed by Prosperity Consulting 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 1,134,332 shares
    Change vs previous 13F +319,253 shares

    3.19% of the 13F portfolio, value $64,770,354.

    13F-HR 0001437749-25-035146 filed by Prosperity Consulting 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 815,079 shares
    Change vs previous 13F +51,103 shares

    3.38% of the 13F portfolio, value $46,337,225.

    13F-HR 0001437749-25-024800 filed by Prosperity Consulting 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 763,976 shares
    Change vs previous 13F +53,857 shares

    3.37% of the 13F portfolio, value $43,653,593.

    13F-HR 0001437749-25-015027 filed by Prosperity Consulting 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 710,119 shares
    Change vs previous 13F +57,674 shares

    3.07% of the 13F portfolio, value $40,853,127.

    13F-HR 0001437749-25-003898 filed by Prosperity Consulting 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 652,445 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $38,827,004.

    13F-HR 0001437749-24-031199 filed by Prosperity Consulting Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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