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TrueWealth Advisors, LLC: JEPI position timeline

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

TrueWealth Advisors, LLC held 48,917 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,917 shares
    Change vs previous 13F +402 shares

    0.62% of the 13F portfolio, value $2,750,097.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,515 shares
    Change vs previous 13F +791 shares

    0.62% of the 13F portfolio, value $2,740,117.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 47,724 shares
    Change vs previous 13F +153 shares

    0.68% of the 13F portfolio, value $2,704,975.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 47,571 shares
    Change vs previous 13F -1,237 shares

    0.71% of the 13F portfolio, value $2,722,967.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 48,808 shares
    Change vs previous 13F +1,164 shares

    0.75% of the 13F portfolio, value $2,786,962.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 47,644 shares
    Change vs previous 13F -2,878 shares

    0.8% of the 13F portfolio, value $2,708,559.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 50,522 shares
    Change vs previous 13F -2,672 shares

    0.95% of the 13F portfolio, value $2,886,840.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 53,194 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,060,271.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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