Skip to content
Disclosery

SPIREPOINT PRIVATE CLIENT, LLC: JEPI position timeline

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

SPIREPOINT PRIVATE CLIENT, LLC held 141,906 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,906 shares
    Change vs previous 13F +5,474 shares

    0.65% of the 13F portfolio, value $8,014,840.

    13F-HR 0002022908-26-000003 filed by SPIREPOINT PRIVATE CLIENT, 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 136,432 shares
    Change vs previous 13F +13,252 shares

    0.74% of the 13F portfolio, value $7,732,942.

    13F-HR 0002022908-26-000002 filed by SPIREPOINT PRIVATE CLIENT, 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 123,180 shares
    Change vs previous 13F +26,196 shares

    0.67% of the 13F portfolio, value $7,050,818.

    13F-HR 0002022908-26-000001 filed by SPIREPOINT PRIVATE CLIENT, 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 96,984 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $5,537,786.

    13F-HR 0002022908-25-000006 filed by SPIREPOINT PRIVATE CLIENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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