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Disclosery

Solutions 4 Wealth, Ltd: JEPI position timeline

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

Solutions 4 Wealth, Ltd held 59,336 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,336 shares
    Change vs previous 13F +11,233 shares

    4.33% of the 13F portfolio, value $3,351,301.

    13F-HR 0002006405-26-000005 filed by Solutions 4 Wealth, Ltd
    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 48,103 shares
    Change vs previous 13F +5,687 shares

    4.1% of the 13F portfolio, value $2,726,495.

    13F-HR 0002006405-26-000003 filed by Solutions 4 Wealth, Ltd
    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 42,416 shares
    Change vs previous 13F +16,976 shares

    3.67% of the 13F portfolio, value $2,427,874.

    13F-HR 0002006405-26-000001 filed by Solutions 4 Wealth, Ltd
    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 25,440 shares
    Change vs previous 13F +6,410 shares

    2.25% of the 13F portfolio, value $1,452,609.

    13F-HR 0002006405-25-000006 filed by Solutions 4 Wealth, Ltd
    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 19,030 shares
    Change vs previous 13F +3,589 shares

    1.8% of the 13F portfolio, value $1,081,860.

    13F-HR 0002006405-25-000004 filed by Solutions 4 Wealth, Ltd
    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 15,441 shares
    Change vs previous 13F +183 shares

    1.56% of the 13F portfolio, value $882,326.

    13F-HR 0002006405-25-000002 filed by Solutions 4 Wealth, Ltd
    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 15,258 shares
    Change vs previous 13F +287 shares

    1.59% of the 13F portfolio, value $877,790.

    13F-HR 0002006405-25-000001 filed by Solutions 4 Wealth, Ltd
    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 14,971 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $890,943.

    13F-HR 0002006405-24-000005 filed by Solutions 4 Wealth, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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