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Signal Advisors Wealth, LLC: JEPI position timeline

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

Signal Advisors Wealth, LLC held 72,160 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 72,160 shares
    Change vs previous 13F +17,225 shares

    0.18% of the 13F portfolio, value $4,056,822.

    13F-HR 0002010926-26-000004 filed by Signal Advisors Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,935 shares
    Change vs previous 13F +10,313 shares

    0.16% of the 13F portfolio, value $3,102,739.

    13F-HR 0002010926-26-000002 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 44,622 shares
    Change vs previous 13F +10,047 shares

    0.17% of the 13F portfolio, value $2,529,186.

    13F-HR 0002010926-26-000001 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 34,575 shares
    Change vs previous 13F +9,574 shares

    0.16% of the 13F portfolio, value $1,979,083.

    13F-HR 0001754960-26-000033 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,001 shares
    Change vs previous 13F -133,714 shares

    0.13% of the 13F portfolio, value $1,427,552.

    13F-HR 0001754960-25-000649 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 158,715 shares
    Change vs previous 13F -11,836 shares

    0.71% of the 13F portfolio, value $9,022,973.

    13F-HR 0001754960-25-000342 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 170,551 shares
    Change vs previous 13F -66,221 shares

    0.95% of the 13F portfolio, value $9,745,262.

    13F-HR 0001754960-25-000174 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 236,772 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $13,714,860.

    13F-HR 0001754960-25-000015 filed by Signal Advisors Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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