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Disclosery

WEALTH EFFECTS LLC: JEPI position timeline

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

WEALTH EFFECTS LLC held 33,943 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,943 shares
    Change vs previous 13F +797 shares

    0.52% of the 13F portfolio, value $1,917,107.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 33,146 shares
    Change vs previous 13F +1,540 shares

    0.67% of the 13F portfolio, value $1,878,687.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 31,606 shares
    Change vs previous 13F +173 shares

    0.57% of the 13F portfolio, value $1,809,125.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 31,433 shares
    Change vs previous 13F +4,922 shares

    0.58% of the 13F portfolio, value $1,794,838.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 26,511 shares
    Change vs previous 13F -1,672 shares

    0.56% of the 13F portfolio, value $1,507,141.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 28,183 shares
    Change vs previous 13F -13,490 shares

    0.68% of the 13F portfolio, value $1,610,359.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 41,673 shares
    Change vs previous 13F +1,420 shares

    0.85% of the 13F portfolio, value $2,397,454.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 40,253 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,395,445.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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