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SAGESPRING WEALTH PARTNERS, LLC: JEPI position timeline

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

SAGESPRING WEALTH PARTNERS, LLC held 28,712 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,712 shares
    Change vs previous 13F +1,235 shares

    0.02% of the 13F portfolio, value $1,621,633.

    13F-HR 0002056425-26-000006 filed by SAGESPRING WEALTH PARTNERS, 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 27,477 shares
    Change vs previous 13F +3,592 shares

    0.03% of the 13F portfolio, value $1,557,371.

    13F-HR 0002056425-26-000002 filed by SAGESPRING WEALTH PARTNERS, 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 23,885 shares
    Change vs previous 13F -1,164 shares

    0.02% of the 13F portfolio, value $1,367,197.

    13F-HR 0002056425-26-000001 filed by SAGESPRING WEALTH PARTNERS, 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 25,049 shares
    Change vs previous 13F -2,170 shares

    0.03% of the 13F portfolio, value $1,430,298.

    13F-HR 0002056425-25-000006 filed by SAGESPRING WEALTH PARTNERS, 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 27,219 shares
    Change vs previous 13F -108,248 shares

    0.03% of the 13F portfolio, value $1,547,396.

    13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, 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 135,467 shares
    Change vs previous 13F +13,339 shares

    0.2% of the 13F portfolio, value $7,740,576.

    13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, 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 122,128 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,026,012.

    13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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