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Disclosery

RBA Wealth Management, LLC: JEPI position timeline

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

RBA Wealth Management, LLC held 0 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,404 shares

    13F-HR 0001776296-25-000002 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 4,404 shares
    Change vs previous 13F -237 shares

    0.09% of the 13F portfolio, value $250,346.

    13F-HR 0001085146-25-003924 filed by RBA 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 ended2025-03-31
    13F 4,641 shares
    Change vs previous 13F +38 shares

    0.1% of the 13F portfolio, value $265,171.

    13F-HR 0001085146-25-002336 filed by RBA 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 ended2024-12-31
    13F 4,603 shares
    Change vs previous 13F +37 shares

    0.1% of the 13F portfolio, value $264,826.

    13F-HR 0001085146-25-000484 filed by RBA 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 ended2024-09-30
    13F 4,566 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $271,740.

    13F-HR 0001085146-24-005028 filed by RBA Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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