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Disclosery

Vise Technologies, Inc.: JEPI position timeline

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

Vise Technologies, Inc. held 76,285 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 76,285 shares
    Change vs previous 13F +13,086 shares

    0.05% of the 13F portfolio, value $4,308,604.

    13F-HR 0001812090-26-000004 filed by Vise Technologies, Inc.
    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 63,199 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $3,617,512.

    13F-HR 0001812090-26-000002 filed by Vise Technologies, Inc.
    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 63,199 shares
    Change vs previous 13F +53,331 shares

    0.07% of the 13F portfolio, value $3,617,512.

    13F-HR 0001812090-26-000001 filed by Vise Technologies, Inc.
    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 9,868 shares
    Change vs previous 13F -59,943 shares

    0.02% of the 13F portfolio, value $563,482.

    13F-HR 0001812090-25-000005 filed by Vise Technologies, Inc.
    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 69,811 shares
    Change vs previous 13F +39,653 shares

    0.16% of the 13F portfolio, value $3,968,739.

    13F-HR 0001085146-25-004681 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 30,158 shares
    Change vs previous 13F +16,616 shares

    0.14% of the 13F portfolio, value $1,734,990.

    13F-HR 0001085146-25-001744 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 13,542 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $805,884.

    13F-HR 0001085146-24-005666 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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