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SILVERLAKE WEALTH MANAGEMENT LLC: JEPI position timeline

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

SILVERLAKE WEALTH MANAGEMENT LLC held 78,706 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,706 shares
    Change vs previous 13F +3,046 shares

    0.85% of the 13F portfolio, value $4,445,330.

    13F-HR 0001951757-26-001127 filed by SILVERLAKE WEALTH MANAGEMENT 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 75,660 shares
    Change vs previous 13F -689 shares

    0.9% of the 13F portfolio, value $4,288,436.

    13F-HR 0001951757-26-000600 filed by SILVERLAKE 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 76,349 shares
    Change vs previous 13F +2,358 shares

    0.98% of the 13F portfolio, value $4,370,223.

    13F-HR 0001951757-26-000041 filed by SILVERLAKE WEALTH MANAGEMENT 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 73,991 shares
    Change vs previous 13F -5,241 shares

    1.04% of the 13F portfolio, value $4,224,910.

    13F-HR 0001951757-25-001209 filed by SILVERLAKE WEALTH MANAGEMENT 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 79,232 shares
    Change vs previous 13F +6,024 shares

    1.33% of the 13F portfolio, value $4,504,338.

    13F-HR 0001951757-25-001117 filed by SILVERLAKE WEALTH MANAGEMENT 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 73,208 shares
    Change vs previous 13F +462 shares

    1.61% of the 13F portfolio, value $4,183,111.

    13F-HR 0001951757-25-000479 filed by SILVERLAKE WEALTH MANAGEMENT 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 72,746 shares
    Change vs previous 13F +231 shares

    1.62% of the 13F portfolio, value $4,185,093.

    13F-HR 0001951757-25-000137 filed by SILVERLAKE WEALTH MANAGEMENT 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 72,515 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,315,364.

    13F-HR 0001951757-24-001007 filed by SILVERLAKE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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