Strategies Wealth Advisors, LLC: JEPI position timeline

Strategies Wealth Advisors, LLC held 0 JEPI shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,900 shares

   13F-HR 0000905729-25-000182 filed by Strategies Wealth Advisors, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 4,900 shares

   Change vs previous 13F +123 shares

   0.03% of the 13F portfolio, value $278,577.

   13F-HR 0000905729-25-000134 filed by Strategies Wealth Advisors, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 4,777 shares

   Change vs previous 13F +27 shares

   0.03% of the 13F portfolio, value $272,935.

   13F-HR 0000905729-25-000093 filed by Strategies Wealth Advisors, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 4,750 shares

   Change vs previous 13F +150 shares

   0.03% of the 13F portfolio, value $280,670.

   13F-HR 0000905729-25-000031 filed by Strategies Wealth Advisors, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 4,600 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $273,751.

   13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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