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Disclosery

Reliant Wealth Planning: JEPI position timeline

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

Reliant Wealth Planning held 4,633 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,633 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $261,671.

    13F-HR 0001376474-26-000543 filed by Reliant Wealth Planning
    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 4,633 shares
    Change vs previous 13F -2,329 shares

    0.08% of the 13F portfolio, value $262,598.

    13F-HR 0001376474-26-000382 filed by Reliant Wealth Planning
    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 6,962 shares
    Change vs previous 13F -1,704 shares

    0.12% of the 13F portfolio, value $398,505.

    13F-HR 0001376474-26-000165 filed by Reliant Wealth Planning
    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 8,666 shares
    Change vs previous 13F +1,704 shares

    0.16% of the 13F portfolio, value $494,828.

    13F-HR 0001376474-25-000949 filed by Reliant Wealth Planning
    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 6,962 shares
    Change vs previous 13F +55 shares

    0.15% of the 13F portfolio, value $395,789.

    13F-HR 0001376474-25-000727 filed by Reliant Wealth Planning
    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 6,907 shares
    Change vs previous 13F +2,194 shares

    0.18% of the 13F portfolio, value $394,666.

    13F-HR 0001376474-25-000396 filed by Reliant Wealth Planning
    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 4,713 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $271,139.

    13F-HR 0001376474-25-000118 filed by Reliant Wealth Planning
    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 4,713 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $280,471.

    13F-HR 0001376474-24-000617 filed by Reliant Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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