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Disclosery

Redwood Family Wealth LLC: JEPI position timeline

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

Redwood Family Wealth LLC held 4,620 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,620 shares
    Change vs previous 13F +49 shares

    0.23% of the 13F portfolio, value $260,966.

    13F-HR 0001172661-26-003037 filed by Redwood Family Wealth 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 4,571 shares
    Change vs previous 13F -697 shares

    0.25% of the 13F portfolio, value $259,097.

    13F-HR 0001172661-26-001822 filed by Redwood Family Wealth 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 5,268 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $301,546.

    13F-HR 0001172661-26-001335 filed by Redwood Family Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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