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Rezny Wealth Management, Inc.: JEPI position timeline

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

Rezny Wealth Management, Inc. held 354,274 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354,274 shares
    Change vs previous 13F -10,264 shares

    3.46% of the 13F portfolio, value $20,009,396.

    13F-HR 0001172661-26-002660 filed by Rezny Wealth Management, Inc.
    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 364,538 shares
    Change vs previous 13F 0 shares

    4.3% of the 13F portfolio, value $19,971,028.

    13F-HR 0001172661-26-001756 filed by Rezny Wealth Management, Inc.
    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 364,538 shares
    Change vs previous 13F -5,846 shares

    4.21% of the 13F portfolio, value $20,866,155.

    13F-HR 0001172661-26-000451 filed by Rezny Wealth Management, Inc.
    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 370,384 shares
    Change vs previous 13F +91,767 shares

    4.41% of the 13F portfolio, value $21,148,926.

    13F-HR 0001172661-25-004350 filed by Rezny Wealth Management, Inc.
    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 278,617 shares
    Change vs previous 13F +10,230 shares

    3.57% of the 13F portfolio, value $15,839,376.

    13F-HR 0001172661-25-002619 filed by Rezny Wealth Management, Inc.
    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 268,387 shares
    Change vs previous 13F +30,921 shares

    3.97% of the 13F portfolio, value $15,335,633.

    13F-HR 0001172661-25-001643 filed by Rezny Wealth Management, Inc.
    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 237,466 shares
    Change vs previous 13F +4,226 shares

    3.35% of the 13F portfolio, value $13,661,419.

    13F-HR 0001172661-25-000239 filed by Rezny Wealth Management, Inc.
    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 233,240 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $13,880,112.

    13F-HR 0001172661-24-004880 filed by Rezny Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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