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Resolute Wealth Strategies, LLC: JEPI position timeline

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

Resolute Wealth Strategies, LLC held 13,395 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,395 shares
    Change vs previous 13F -795 shares

    0.29% of the 13F portfolio, value $756,537.

    13F-HR 0001765380-26-000362 filed by Resolute Wealth Strategies, 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 14,190 shares
    Change vs previous 13F +262 shares

    0.35% of the 13F portfolio, value $804,290.

    13F-HR 0001765380-26-000188 filed by Resolute Wealth Strategies, 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 13,928 shares
    Change vs previous 13F -259 shares

    0.35% of the 13F portfolio, value $797,237.

    13F-HR 0001765380-26-000078 filed by Resolute Wealth Strategies, 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 14,187 shares
    Change vs previous 13F -2,927 shares

    0.37% of the 13F portfolio, value $810,102.

    13F-HR 0001765380-25-000488 filed by Resolute Wealth Strategies, 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 17,114 shares
    Change vs previous 13F +333 shares

    0.52% of the 13F portfolio, value $972,957.

    13F-HR 0001765380-25-000364 filed by Resolute Wealth Strategies, 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 16,781 shares
    Change vs previous 13F -606 shares

    0.54% of the 13F portfolio, value $958,872.

    13F-HR 0001765380-25-000179 filed by Resolute Wealth Strategies, 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 17,387 shares
    Change vs previous 13F -1,895 shares

    0.51% of the 13F portfolio, value $1,000,290.

    13F-HR 0001765380-25-000051 filed by Resolute Wealth Strategies, 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 19,282 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,147,481.

    13F-HR 0001765380-24-000444 filed by Resolute Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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