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Disclosery

Sherman Wealth Management LLC: JEPI position timeline

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

Sherman Wealth Management LLC held 0 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -11,098 shares

    13F-HR 0001754960-26-000444 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 11,098 shares
    Change vs previous 13F +1,933 shares

    0.54% of the 13F portfolio, value $629,017.

    13F-HR 0001754960-26-000218 filed by Sherman Wealth Management 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/A 9,165 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $524,591.

    13F-HR/A 0001754960-26-000063 filed by Sherman Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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