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VestGen Advisors, LLC: JEPI position timeline

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

VestGen Advisors, LLC held 9,640 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,640 shares
    Change vs previous 13F +1,278 shares

    0.02% of the 13F portfolio, value $544,447.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 8,362 shares
    Change vs previous 13F +405 shares

    0.01% of the 13F portfolio, value $468,946.

    13F-HR 0002050130-26-000004 filed by VestGen 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 ended2025-12-31
    13F 7,957 shares
    Change vs previous 13F -11,104 shares

    0.02% of the 13F portfolio, value $455,432.

    13F-HR 0002050130-26-000001 filed by VestGen 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 ended2025-09-30
    13F 19,061 shares
    Change vs previous 13F -1,811 shares

    0.04% of the 13F portfolio, value $1,088,371.

    13F-HR 0002050130-25-000006 filed by VestGen 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 ended2025-06-30
    13F 20,872 shares
    Change vs previous 13F +1,794 shares

    0.05% of the 13F portfolio, value $1,186,555.

    13F-HR 0002050130-25-000005 filed by VestGen 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 ended2025-03-31
    13F 19,078 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,090,115.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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