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Disclosery

Solidarity Wealth, LLC: JEPI position timeline

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

Solidarity Wealth, LLC held 6,309 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,309 shares
    Change vs previous 13F +1,270 shares

    0.06% of the 13F portfolio, value $356,332.

    13F-HR 0001172661-26-002993 filed by Solidarity 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 5,039 shares
    Change vs previous 13F +34 shares

    0.05% of the 13F portfolio, value $285,611.

    13F-HR 0001172661-26-001560 filed by Solidarity 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 5,005 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $292,391.

    13F-HR 0001172661-26-000375 filed by Solidarity 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 5,016 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $286,414.

    13F-HR 0001172661-25-004422 filed by Solidarity 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 5,016 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $285,160.

    13F-HR 0001172661-25-003125 filed by Solidarity 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 5,016 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $286,614.

    13F-HR 0001172661-25-001597 filed by Solidarity 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 5,016 shares
    Change vs previous 13F +420 shares

    0.08% of the 13F portfolio, value $293,857.

    13F-HR 0001172661-25-000235 filed by Solidarity 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 4,596 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $273,508.

    13F-HR 0001172661-24-004363 filed by Solidarity Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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