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Disclosery

Stillwater Wealth Management Group: JEPI position timeline

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

Stillwater Wealth Management Group held 4,170 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,170 shares
    Change vs previous 13F +300 shares

    0.15% of the 13F portfolio, value $236,356.

    13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,870 shares
    Change vs previous 13F +100 shares

    0.15% of the 13F portfolio, value $221,519.

    13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,770 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $215,267.

    13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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