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Wealth Watch Advisors, INC: JEPI position timeline

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

Wealth Watch Advisors, INC held 31,306 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,306 shares
    Change vs previous 13F +12,265 shares

    0.57% of the 13F portfolio, value $1,768,146.

    13F-HR 0001214659-26-010335 filed by Wealth Watch Advisors, 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 19,041 shares
    Change vs previous 13F +5,187 shares

    0.45% of the 13F portfolio, value $1,079,246.

    13F-HR 0001214659-26-006518 filed by Wealth Watch Advisors, 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 13,854 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $793,003.

    13F-HR 0001214659-26-001922 filed by Wealth Watch Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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