Provenance Wealth Advisors, LLC: JEPI position timeline

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

Provenance Wealth Advisors, LLC held 11,406 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

period ended2026-06-30
13F 11,406 shares
Change vs previous 13F +10,669 shares
0.06% of the 13F portfolio, value $644,211.
13F-HR 0002081584-26-000004 filed by Provenance Wealth Advisors, LLC
Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 737 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $41,773.
13F-HR 0002081584-26-000003 filed by Provenance Wealth Advisors, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).