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Walkner Condon Financial Advisors LLC: JEPI position timeline

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

Walkner Condon Financial Advisors LLC held 46,239 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,239 shares
    Change vs previous 13F -9,540 shares

    0.3% of the 13F portfolio, value $2,611,556.

    13F-HR 0001817494-26-000003 filed by Walkner Condon Financial 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 55,779 shares
    Change vs previous 13F -6,576 shares

    0.42% of the 13F portfolio, value $3,161,551.

    13F-HR 0001817494-26-000002 filed by Walkner Condon Financial 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 62,355 shares
    Change vs previous 13F -6,306 shares

    0.5% of the 13F portfolio, value $3,569,180.

    13F-HR 0001817494-26-000001 filed by Walkner Condon Financial 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 68,661 shares
    Change vs previous 13F -7,911 shares

    0.62% of the 13F portfolio, value $3,920,550.

    13F-HR 0001817494-25-000003 filed by Walkner Condon Financial 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 76,572 shares
    Change vs previous 13F -23,348 shares

    0.8% of the 13F portfolio, value $4,353,115.

    13F-HR 0001085146-25-004588 filed by Walkner Condon Financial 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 99,920 shares
    Change vs previous 13F -21,645 shares

    1.15% of the 13F portfolio, value $5,709,452.

    13F-HR 0001085146-25-002240 filed by Walkner Condon Financial 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 ended2024-12-31
    13F 121,565 shares
    Change vs previous 13F +6,132 shares

    1.42% of the 13F portfolio, value $6,993,653.

    13F-HR 0001085146-25-000620 filed by Walkner Condon Financial 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 ended2024-09-30
    13F 115,433 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $6,869,430.

    13F-HR 0001085146-24-005264 filed by Walkner Condon Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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