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Disclosery

Simplicity Wealth,LLC: JEPI position timeline

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

Simplicity Wealth,LLC held 34,044 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 34,044 shares
    Change vs previous 13F +26,553 shares

    0.06% of the 13F portfolio, value $1,922,797.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 7,491 shares
    Change vs previous 13F +1,133 shares

    0.02% of the 13F portfolio, value $424,576.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 ended2025-12-31
    13F 6,358 shares
    Change vs previous 13F -33,099 shares

    0.02% of the 13F portfolio, value $363,928.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 ended2025-09-30
    13F 39,457 shares
    Change vs previous 13F +11,890 shares

    0.13% of the 13F portfolio, value $2,253,007.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 ended2025-06-30
    13F 27,567 shares
    Change vs previous 13F -1,560 shares

    0.07% of the 13F portfolio, value $1,567,184.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 ended2025-03-31
    13F 29,127 shares
    Change vs previous 13F +14,940 shares

    0.13% of the 13F portfolio, value $1,664,317.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 ended2024-12-31
    13F 14,187 shares
    Change vs previous 13F -848 shares

    0.17% of the 13F portfolio, value $816,178.

    13F-HR 0001062993-25-001833 filed by Simplicity 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 ended2024-09-30
    13F 15,035 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $894,717.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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